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Signature Equity Partners’s Bank OZK OZK Stock Holding History

Signature Equity 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
Q1 		$39.3K Buy
855
+37
+5% +$1.74K 0.02% 474
2025
Q4 		$37.6K Buy
+818
New +$38.3K 0.02% 474

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State Street
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WA
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VPM
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VCM
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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

Signature Equity Partners's OZK Position: Q1 2026 in Review

Signature Equity Partners increased its Bank OZK (OZK) stake by 4.5% in Q1 2026, buying an estimated $1.74K and bringing the position to 855 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #474.

Signature Equity Partners first reported a position in OZK in Q4 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Signature Equity Partners held 855 shares of Bank OZK worth $39.3K as of Q1 2026.
  • Signature Equity Partners bought 37 Bank OZK shares in Q1 2026, an estimated $1.74K.
  • Bank OZK made up 0.02% of Signature Equity Partners's portfolio in Q1 2026, its #474 holding.
  • Signature Equity Partners first reported a position in Bank OZK in Q4 2025 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Signature Equity Partners's 13F filing for Q1 2026, filed 13 May 2026.