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Sagespring Wealth Partners’s Bank OZK OZK Stock Holding History

Sagespring Wealth Partners’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,171
Closed -$237K – 862
2026
Q1 		$237K Buy
5,171
+246
+5% +$11.6K ﹤0.01% 735
2025
Q4 		$227K Sell
4,925
-1,336
-21% -$62.5K ﹤0.01% 720
2025
Q3 		$319K Buy
6,261
+735
+13% +$37.5K 0.01% 592
2025
Q2 		$260K Buy
5,526
+837
+18% +$36.6K 0.01% 623
2025
Q1 		$204K Sell
4,689
-373
-7% -$17.6K 0.01% 632
2024
Q4 		$225K Buy
+5,062
New +$231K 0.01% 559

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sagespring Wealth Partners's OZK Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 5,171 shares — an estimated $237K sold.

Sagespring Wealth Partners first reported a position in OZK in Q4 2024 and held it in 6 quarters. The position peaked at $319K in Q3 2025. 273 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 5,171 Bank OZK shares in Q2 2026, an estimated $237K.
  • Sagespring Wealth Partners first reported a position in Bank OZK in Q4 2024 and held it in 6 quarters.
  • Sagespring Wealth Partners's Bank OZK position peaked at $319K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.