AWA
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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
Q3 		$256K Buy
+5,560
New +$277K 0.01% 602
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

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
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Aaron Wealth Advisors's OZK Position: Q3 2026 in Review

Aaron Wealth Advisors opened a new position in Bank OZK (OZK) in Q3 2026: 5,560 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in OZK as recently as Q1 2026.

Aaron Wealth Advisors first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2025. 37 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Aaron Wealth Advisors held 5,560 shares of Bank OZK worth $256K as of Q3 2026.
  • Bank OZK was a new Aaron Wealth Advisors position in Q3 2026.
  • Bank OZK made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #602 holding.
  • Aaron Wealth Advisors first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Bank OZK position peaked at $1.18M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.