WA
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WPG Advisers’s Bank OZK OZK Stock Holding History

WPG Advisers’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 		$12.8K Buy
246
+36
+17% +$1.75K 0.01% 692
2026
Q1 		$9.64K Buy
210
+28
+15% +$1.32K 0.01% 685
2025
Q4 		$8.38K Sell
182
-105
-37% -$4.91K 0.01% 758
2025
Q3 		$14.6K Sell
287
-10
-3% -$511 0.01% 591
2025
Q2 		$14K Buy
297
+43
+17% +$1.88K 0.01% 570
2025
Q1 		$11K Sell
254
-140
-36% -$6.62K 0.01% 618
2024
Q4 		$17.5K Buy
+394
New +$18K 0.02% 488

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WPG Advisers's OZK Position: Q2 2026 in Review

WPG Advisers increased its Bank OZK (OZK) stake by 17% in Q2 2026, buying an estimated $1.75K and bringing the position to 246 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #692.

WPG Advisers first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.5K in Q4 2024. 253 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • WPG Advisers held 246 shares of Bank OZK worth $12.8K as of Q2 2026.
  • WPG Advisers bought 36 Bank OZK shares in Q2 2026, an estimated $1.75K.
  • Bank OZK made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #692 holding.
  • WPG Advisers first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Bank OZK position peaked at $17.5K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.