Advisornet Financial’s Bank OZK OZK Stock Holding History

Advisornet Financial’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 Q1	–	Sell	-185	Closed	-$8.51K	–	2332
2025 Q4	$8.51K	Sell	185 -480	-72%	-$22.5K	﹤0.01%	1594
2025 Q3	$33.9K	Buy	665 +300	+82%	+$15.3K	﹤0.01%	1151
2025 Q2	$17.2K	Hold	365	–	–	﹤0.01%	1326
2025 Q1	$15.9K	Hold	365	–	–	﹤0.01%	1278
2024 Q4	$16.3K	Buy	365 +185	+103%	+$8.46K	﹤0.01%	1196
2024 Q3	$7.74K	Buy	+180	New	+$7.66K	﹤0.01%	1474
2024 Q2	–	Sell	-4	Closed	-$182	–	2162
2024 Q1	$182	Hold	4	–	–	﹤0.01%	1993
2023 Q4	$199	Buy	+4	New	+$165	﹤0.01%	2300
2019 Q2	–	Sell	-30	Closed	-$1K	–	1767
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1521
2018 Q4	$1K	Sell	30 -4,692	-99%	-$130K	﹤0.01%	1420
2018 Q3	$179K	Sell	4,722 -222	-4%	-$9.11K	0.02%	438
2018 Q2	$223K	Buy	4,944 +311	+7%	+$14.8K	0.03%	381
2018 Q1	$224K	Buy	4,633 +18	+0.4%	+$911	0.03%	372
2017 Q4	$224K	Buy	+4,615	New	+$214K	0.03%	329

Other funds holding OZK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return