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 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

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 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

Wedmont Private Capital's OZK Position: Q2 2026 in Review

Wedmont Private Capital increased its Bank OZK (OZK) stake by 14% in Q2 2026, buying an estimated $29.6K and bringing the position to 4,997 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #816.

Wedmont Private Capital first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Wedmont Private Capital held 4,997 shares of Bank OZK worth $253K as of Q2 2026.
Wedmont Private Capital bought 607 Bank OZK shares in Q2 2026, an estimated $29.6K.
Bank OZK made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #816 holding.
Wedmont Private Capital first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.