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OZK icon

Spire Wealth Management’s Bank OZK OZK Stock Holding History

Spire Wealth Management’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 		$521 Buy
+10
New +$487 ﹤0.01% 2218
2025
Q2 		– Sell
-30
Closed -$1.3K – 2506
2025
Q1 		$1.3K Sell
30
-310
-91% -$14.7K ﹤0.01% 2345
2024
Q4 		$15.1K Buy
340
+14
+4% +$640 ﹤0.01% 1713
2024
Q3 		$14K Buy
326
+2
+0.6% +$85 ﹤0.01% 1542
2024
Q2 		$13.3K Hold
324
– – ﹤0.01% 1560
2024
Q1 		$14.7K Buy
324
+12
+4% +$537 ﹤0.01% 1600
2023
Q4 		$14.9K Sell
312
-11
-3% -$453 ﹤0.01% 1632
2023
Q3 		$12K Buy
+323
New +$13.1K ﹤0.01% 1675
2022
Q1 		– Sell
-93
Closed -$4K – 2777
2021
Q4 		$4K Buy
+93
New +$4.24K ﹤0.01% 2643
2021
Q2 		– Sell
-198
Closed -$8K – 2864
2021
Q1 		$8K Buy
+198
New +$7.8K ﹤0.01% 2484

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Spire Wealth Management's OZK Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Bank OZK (OZK) in Q2 2026: 10 shares worth $521. The stake represents ﹤0.01% of the portfolio and ranks #2218 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in OZK as recently as Q1 2025.

Spire Wealth Management first reported a position in OZK in Q1 2021 and has held it in 10 quarters since. The position peaked at $15.1K in Q4 2024. 44 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Spire Wealth Management held 10 shares of Bank OZK worth $521 as of Q2 2026.
  • Bank OZK was a new Spire Wealth Management position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2218 holding.
  • Spire Wealth Management first reported a position in Bank OZK in Q1 2021 and has held it in 10 quarters since.
  • Spire Wealth Management's Bank OZK position peaked at $15.1K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.