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Abich Financial Wealth Management’s Bank OZK OZK Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$119K Buy
+2,337
New +$119K 0.04% 196
2024
Q3 		$39.4K Sell
917
-273
-23% -$11.6K 0.09% 110
2024
Q2 		$48.8K Buy
+1,190
New +$51.8K 0.03% 167
2024
Q1 		– Sell
-594
Closed -$29.6K – 603
2023
Q4 		$29.6K Buy
+594
New +$24.5K 0.03% 152

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abich Financial Wealth Management's OZK Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Bank OZK (OZK) in Q3 2025: 2,337 shares worth $119K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in OZK as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in OZK in Q4 2023 and has held it in 4 quarters since. 525 funds tracked by Wall St. Rank hold OZK as of Q3 2025.

  • Abich Financial Wealth Management held 2,337 shares of Bank OZK worth $119K as of Q3 2025.
  • Bank OZK was a new Abich Financial Wealth Management position in Q3 2025.
  • Bank OZK made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #196 holding.
  • Abich Financial Wealth Management first reported a position in Bank OZK in Q4 2023 and has held it in 4 quarters since.
  • 525 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.