SG Americas Securities
OZK icon

SG Americas Securities’s Bank OZK OZK Stock Holding History

SG Americas Securities’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 		$79K Sell
35,000
-15,900
-31% -$749K ﹤0.01% 2975
2025
Q4 		$123K Buy
+50,900
New +$2.38M ﹤0.01% 3137

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SG Americas Securities's OZK Position: Q1 2026 in Review

SG Americas Securities reduced its Bank OZK (OZK) stake by 33% in Q1 2026, selling an estimated $901K and leaving 38,480 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

SG Americas Securities first reported a position in OZK in Q3 2013 and has held it in 44 quarters since. The position peaked at $5.06M in Q3 2018. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • SG Americas Securities held 38,480 shares of Bank OZK worth $1.77M as of Q1 2026.
  • SG Americas Securities sold 19,128 Bank OZK shares in Q1 2026, an estimated $901K.
  • Bank OZK made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1457 holding.
  • SG Americas Securities first reported a position in Bank OZK in Q3 2013 and has held it in 44 quarters since.
  • SG Americas Securities's Bank OZK position peaked at $5.06M in Q3 2018.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.