SS
OZK icon

Sunbelt Securities’s Bank OZK OZK Stock Holding History

Sunbelt 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 		$477 Hold
10
– – ﹤0.01% 2299
2025
Q4 		$473 Sell
10
-19
-66% -$889 ﹤0.01% 2254
2025
Q3 		$1.49K Buy
+29
New +$1.48K ﹤0.01% 1956

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

Sunbelt Securities's OZK Position: Q1 2026 in Review

Sunbelt Securities held its Bank OZK (OZK) position steady in Q1 2026 at 10 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Sunbelt Securities first reported a position in OZK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.49K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Sunbelt Securities held 10 shares of Bank OZK worth $477 as of Q1 2026.
  • Sunbelt Securities left its Bank OZK share count unchanged in Q1 2026.
  • Bank OZK made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2299 holding.
  • Sunbelt Securities first reported a position in Bank OZK in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Bank OZK position peaked at $1.49K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.