AWM
OZK icon

Activest Wealth Management’s Bank OZK OZK Stock Holding History

Activest 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
2026
Q2 		$208 Buy
+4
New +$195 ﹤0.01% 1162
2025
Q2 		– Sell
-50
Closed -$2.19K – 1149
2025
Q1 		$2.17K Buy
+50
New +$2.37K ﹤0.01% 643

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Activest Wealth Management's OZK Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Bank OZK (OZK) in Q2 2026: 4 shares worth $208. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in OZK as recently as Q1 2025.

Activest Wealth Management first reported a position in OZK in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.17K in Q1 2025. 101 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Activest Wealth Management held 4 shares of Bank OZK worth $208 as of Q2 2026.
  • Bank OZK was a new Activest Wealth Management position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1162 holding.
  • Activest Wealth Management first reported a position in Bank OZK in Q1 2025 and has held it in 2 quarters since.
  • Activest Wealth Management's Bank OZK position peaked at $2.17K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

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