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TD Private Client Wealth’s Bank OZK OZK Stock Holding History

TD Private Client Wealth’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 		$833 Hold
16
– – ﹤0.01% 1497
2026
Q1 		$734 Sell
16
-770
-98% -$36.3K ﹤0.01% 1438
2025
Q4 		$36.2K Hold
786
– – ﹤0.01% 938
2025
Q3 		$40.1K Hold
786
– – ﹤0.01% 887
2025
Q2 		$37K Buy
786
+16
+2% +$700 ﹤0.01% 891
2025
Q1 		$33.5K Hold
770
– – ﹤0.01% 867
2024
Q4 		$34.3K Buy
770
+47
+7% +$2.15K ﹤0.01% 883
2024
Q3 		$31.1K Sell
723
-795
-52% -$33.9K ﹤0.01% 912
2024
Q2 		$62.2K Sell
1,518
-2,602
-63% -$113K ﹤0.01% 772
2024
Q1 		$187K Sell
4,120
-921
-18% -$41.2K 0.01% 596
2023
Q4 		$251K Sell
5,041
-146
-3% -$6.02K 0.01% 522
2023
Q3 		$192K Hold
5,187
– – 0.01% 551
2023
Q2 		$208K Buy
5,187
+748
+17% +$26.8K 0.01% 552
2023
Q1 		$152K Buy
4,439
+3,836
+636% +$161K 0.01% 587
2022
Q4 		$24.2K Sell
603
-77
-11% -$3.31K ﹤0.01% 890
2022
Q3 		$26.9K Sell
680
-200
-23% -$8.05K ﹤0.01% 852
2022
Q2 		$33K Sell
880
-187
-18% -$7.38K ﹤0.01% 817
2022
Q1 		$45.6K Sell
1,067
-31
-3% -$1.45K ﹤0.01% 790
2021
Q4 		$51.1K Sell
1,098
-24
-2% -$1.09K ﹤0.01% 735
2021
Q3 		$48.2K Sell
1,122
-23
-2% -$958 ﹤0.01% 745
2021
Q2 		$48.3K Sell
1,145
-44,982
-98% -$1.88M ﹤0.01% 743
2021
Q1 		$1.88M Buy
46,127
+4,549
+11% +$179K 0.09% 236
2020
Q4 		$1.3M Sell
41,578
-9,254
-18% -$250K 0.07% 274
2020
Q3 		$1.08M Sell
50,832
-77
-0.2% -$1.79K 0.06% 280
2020
Q2 		$1.19M Sell
50,909
-4,158
-8% -$89.2K 0.07% 263
2020
Q1 		$920K Buy
55,067
+5,884
+12% +$151K 0.07% 240
2019
Q4 		$1.5M Buy
+49,183
New +$1.44M 0.09% 214

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TD Private Client Wealth's OZK Position: Q2 2026 in Review

TD Private Client Wealth held its Bank OZK (OZK) position steady in Q2 2026 at 16 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

TD Private Client Wealth first reported a position in OZK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.88M in Q1 2021. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • TD Private Client Wealth held 16 shares of Bank OZK worth $833 as of Q2 2026.
  • TD Private Client Wealth left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1497 holding.
  • TD Private Client Wealth first reported a position in Bank OZK in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Bank OZK position peaked at $1.88M in Q1 2021.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.