AFAS
OZK icon

Acorn Financial Advisory Services’s Bank OZK OZK Stock Holding History

Acorn Financial Advisory Services’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 		$405K Buy
7,775
+72
+0.9% +$3.51K 0.05% 152
2026
Q1 		$353K Sell
7,703
-86
-1% -$4.05K 0.05% 151
2025
Q4 		$358K Buy
7,789
+1,100
+16% +$51.5K 0.05% 141
2025
Q3 		$341K Sell
6,689
-904
-12% -$46.2K 0.05% 149
2025
Q2 		$357K Sell
7,593
-96
-1% -$4.2K 0.06% 138
2025
Q1 		$334K Sell
7,689
-1,645
-18% -$77.8K 0.06% 133
2024
Q4 		$416K Sell
9,334
-124
-1% -$5.67K 0.07% 132
2024
Q3 		$407K Buy
9,458
+53
+0.6% +$2.26K 0.07% 129
2024
Q2 		$386K Buy
9,405
+60
+0.6% +$2.61K 0.07% 127
2024
Q1 		$425K Sell
9,345
-844
-8% -$37.8K 0.08% 121
2023
Q4 		$508K Buy
10,189
+93
+0.9% +$3.83K 0.09% 138
2023
Q3 		$374K Sell
10,096
-793
-7% -$32.1K 0.07% 166
2023
Q2 		$437K Buy
10,889
+640
+6% +$23K 0.08% 151
2023
Q1 		$351K Buy
10,249
+1,309
+15% +$54.9K 0.07% 162
2022
Q4 		$358K Sell
8,940
-2,854
-24% -$123K 0.08% 155
2022
Q3 		$467K Sell
11,794
-650
-5% -$26.2K 0.11% 125
2022
Q2 		$467K Buy
12,444
+88
+0.7% +$3.47K 0.11% 125
2022
Q1 		$528K Sell
12,356
-3,013
-20% -$140K 0.11% 126
2021
Q4 		$715K Sell
15,369
-502
-3% -$22.9K 0.14% 98
2021
Q3 		$682K Sell
15,871
-9
-0.1% -$375 0.21% 99
2021
Q2 		$670K Buy
15,880
+110
+0.7% +$4.59K 0.2% 118
2021
Q1 		$644K Buy
15,770
+319
+2% +$12.6K 0.24% 102
2020
Q4 		$483K Sell
15,451
-193
-1% -$5.21K 0.19% 127
2020
Q3 		$334K Buy
15,644
+174
+1% +$4.05K 0.18% 145
2020
Q2 		$363K Buy
15,470
+224
+1% +$4.8K 0.25% 124
2020
Q1 		$255K Sell
15,246
-557
-4% -$14.3K 0.25% 128
2019
Q4 		$482K Buy
+15,803
New +$463K 0.4% 82

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 $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's OZK Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Bank OZK (OZK) stake by 0.93% in Q2 2026, buying an estimated $3.51K and bringing the position to 7,775 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #152.

Acorn Financial Advisory Services first reported a position in OZK in Q4 2019 and has held it in 27 quarters since. The position peaked at $715K in Q4 2021. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Acorn Financial Advisory Services held 7,775 shares of Bank OZK worth $405K as of Q2 2026.
  • Acorn Financial Advisory Services bought 72 Bank OZK shares in Q2 2026, an estimated $3.51K.
  • Bank OZK made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #152 holding.
  • Acorn Financial Advisory Services first reported a position in Bank OZK in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Bank OZK position peaked at $715K in Q4 2021.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.