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Sawyer & Company’s Bank OZK OZK Stock Holding History

Sawyer & Company’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
Q1 		– Sell
-100
Closed -$4.6K – 208
2025
Q4 		$4.6K Buy
+100
New +$4.68K ﹤0.01% 171

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sawyer & Company's OZK Position: Q1 2026 in Review

Sawyer & Company sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 100 shares — an estimated $4.6K sold.

Sawyer & Company first reported a position in OZK in Q4 2025 and held it in 1 quarter. The position peaked at $4.6K in Q4 2025. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Sawyer & Company reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Sawyer & Company sold 100 Bank OZK shares in Q1 2026, an estimated $4.6K.
  • Sawyer & Company first reported a position in Bank OZK in Q4 2025 and held it in 1 quarter.
  • Sawyer & Company's Bank OZK position peaked at $4.6K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Sawyer & Company's 13F filing for Q1 2026, filed 23 Apr 2026.