Vermillion Wealth Management’s Bank OZK OZK Stock Holding History

Vermillion 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	–	Sell	-10	Closed	-$459	–	2185
2026 Q1	$459	Buy	+10	New	+$471	﹤0.01%	1048

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vermillion Wealth Management sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 10 shares — an estimated $459 sold.

Vermillion Wealth Management first reported a position in OZK in Q1 2026 and held it in 1 quarter. The position peaked at $459 in Q1 2026. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Vermillion Wealth Management reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
Vermillion Wealth Management sold 10 Bank OZK shares in Q2 2026, an estimated $459.
Vermillion Wealth Management first reported a position in Bank OZK in Q1 2026 and held it in 1 quarter.
Vermillion Wealth Management's Bank OZK position peaked at $459 in Q1 2026.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.