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Team Financial Group’s Bank OZK OZK Stock Holding History

Team Financial Group’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 		– Sell
-387
Closed -$17.7K – 191
2026
Q1 		$17.7K Buy
387
+4
+1% +$188 0.01% 171
2025
Q4 		$17.6K Buy
383
+4
+1% +$187 0.01% 161
2025
Q3 		$19.3K Buy
379
+3
+0.8% +$153 0.01% 155
2025
Q2 		$17.7K Buy
+376
New +$16.4K 0.01% 143
2024
Q1 		– Sell
-357
Closed -$17.8K – 155
2023
Q4 		$17.8K Buy
357
+4
+1% +$165 0.01% 97
2023
Q3 		$13.1K Buy
+353
New +$14.3K 0.01% 105

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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 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
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Team Financial Group's OZK Position: Q2 2026 in Review

Team Financial Group sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 387 shares — an estimated $17.7K sold.

Team Financial Group first reported a position in OZK in Q3 2023 and held it in 6 quarters. The position peaked at $19.3K in Q3 2025. 72 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Team Financial Group reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 387 Bank OZK shares in Q2 2026, an estimated $17.7K.
  • Team Financial Group first reported a position in Bank OZK in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Bank OZK position peaked at $19.3K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.