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Aaron Wealth Advisors’s Bank OZK OZK Stock Holding History

Aaron Wealth Advisors’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
-4,360
Closed -$200K – 748
2026
Q1 		$200K Sell
4,360
-1,383
-24% -$65.2K 0.01% 675
2025
Q4 		$264K Sell
5,743
-17,442
-75% -$816K 0.01% 596
2025
Q3 		$1.18M Buy
23,185
+18,076
+354% +$923K 0.07% 197
2025
Q2 		$240K Buy
+5,109
New +$223K 0.02% 418

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aaron Wealth Advisors's OZK Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 4,360 shares — an estimated $200K sold.

Aaron Wealth Advisors first reported a position in OZK in Q2 2025 and held it in 4 quarters. The position peaked at $1.18M in Q3 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 4,360 Bank OZK shares in Q2 2026, an estimated $200K.
  • Aaron Wealth Advisors first reported a position in Bank OZK in Q2 2025 and held it in 4 quarters.
  • Aaron Wealth Advisors's Bank OZK position peaked at $1.18M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

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