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OZK icon

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 – 2331
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 – 2159
2024
Q1 		$182 Hold
4
– – ﹤0.01% 1993
2023
Q4 		$199 Buy
+4
New +$165 ﹤0.01% 2300
2019
Q2 		– Sell
-30
Closed -$1K – 1764
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
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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisornet Financial's OZK Position: Q1 2026 in Review

Advisornet Financial sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 185 shares — an estimated $8.51K sold.

Advisornet Financial first reported a position in OZK in Q4 2017 and held it in 14 quarters. The position peaked at $224K in Q1 2018. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Advisornet Financial reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 185 Bank OZK shares in Q1 2026, an estimated $8.51K.
  • Advisornet Financial first reported a position in Bank OZK in Q4 2017 and held it in 14 quarters.
  • Advisornet Financial's Bank OZK position peaked at $224K in Q1 2018.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.