SWP
OZK icon

Strategic Wealth Partners’s Bank OZK OZK Stock Holding History

Strategic 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
Q1 		– Sell
-70
Closed -$3.22K – 1535
2025
Q4 		$3.22K Hold
70
– – ﹤0.01% 1132
2025
Q3 		$3.57K Hold
70
– – ﹤0.01% 1091
2025
Q2 		$3.29K Buy
+70
New +$3.06K ﹤0.01% 958
2022
Q2 		– Sell
-22,462
Closed -$959K – 272
2022
Q1 		$959K Buy
22,462
+5,590
+33% +$261K 0.19% 139
2021
Q4 		$785K Buy
16,872
+2,972
+21% +$136K 0.15% 160
2021
Q3 		$597K Buy
+13,900
New +$579K 0.18% 156

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

Strategic Wealth Partners's OZK Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 70 shares — an estimated $3.22K sold.

Strategic Wealth Partners first reported a position in OZK in Q3 2021 and held it in 6 quarters. The position peaked at $959K in Q1 2022. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 70 Bank OZK shares in Q1 2026, an estimated $3.22K.
  • Strategic Wealth Partners first reported a position in Bank OZK in Q3 2021 and held it in 6 quarters.
  • Strategic Wealth Partners's Bank OZK position peaked at $959K in Q1 2022.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.