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Wedmont Private Capital’s Bank OZK OZK Stock Holding History

Wedmont Private Capital’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
Q3 		$434K Buy
9,681
+4,684
+94% +$234K 0.01% 638
2026
Q2 		$253K Buy
4,997
+607
+14% +$29.6K 0.01% 816
2026
Q1 		$208K Buy
4,390
+35
+0.8% +$1.65K 0.01% 802
2025
Q4 		$205K Buy
4,355
+203
+5% +$9.5K 0.01% 782
2025
Q3 		$216K Buy
4,152
+6
+0.1% +$306 0.01% 736
2025
Q2 		$214K Sell
4,146
-1,123
-21% -$49.1K 0.01% 702
2025
Q1 		$200K Buy
5,269
+414
+9% +$19.6K 0.01% 668
2024
Q4 		$203K Buy
+4,855
New +$222K 0.01% 667

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's OZK Position: Q3 2026 in Review

Wedmont Private Capital increased its Bank OZK (OZK) stake by 94% in Q3 2026, buying an estimated $234K and bringing the position to 9,681 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #638.

Wedmont Private Capital first reported a position in OZK in Q4 2024 and has held it in 8 quarters since. 28 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Wedmont Private Capital held 9,681 shares of Bank OZK worth $434K as of Q3 2026.
  • Wedmont Private Capital bought 4,684 Bank OZK shares in Q3 2026, an estimated $234K.
  • Bank OZK made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #638 holding.
  • Wedmont Private Capital first reported a position in Bank OZK in Q4 2024 and has held it in 8 quarters since.
  • 28 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.