Allen Mooney & Barnes Investment Advisors’s Bank OZK OZK Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$569K	Hold	10,920	–	–	0.09%	89
2026 Q1	$501K	Hold	10,920	–	–	0.07%	104
2025 Q4	$503K	Hold	10,920	–	–	0.08%	101
2025 Q3	$557K	Sell	10,920 -168	-2%	-$8.58K	0.09%	97
2025 Q2	$522K	Hold	11,088	–	–	0.09%	103
2025 Q1	$482K	Hold	11,088	–	–	0.08%	106
2024 Q4	$494K	Hold	11,088	–	–	0.08%	104
2024 Q3	$477K	Hold	11,088	–	–	0.08%	105
2024 Q2	$455K	Hold	11,088	–	–	0.08%	107
2024 Q1	$477K	Hold	11,088	–	–	0.09%	105
2023 Q4	$553K	Buy	11,088 +168	+2%	+$6.92K	0.11%	90
2023 Q3	$405K	Hold	10,920	–	–	0.09%	102
2023 Q2	$439K	Hold	10,920	–	–	0.1%	95
2023 Q1	$373K	Hold	10,920	–	–	0.09%	98
2022 Q4	$437K	Hold	10,920	–	–	0.11%	90
2022 Q3	$432K	Hold	10,920	–	–	0.12%	88
2022 Q2	$410K	Hold	10,920	–	–	0.1%	94
2022 Q1	$466K	Buy	+10,920	New	+$509K	0.1%	101

Other funds holding OZK

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's OZK Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors held its Bank OZK (OZK) position steady in Q2 2026 at 10,920 shares worth $569K. The position accounts for 0.09% of the portfolio, ranked #89.

Allen Mooney & Barnes Investment Advisors first reported a position in OZK in Q1 2022 and has held it in 18 quarters since. 218 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 10,920 shares of Bank OZK worth $569K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up 0.09% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #89 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Bank OZK in Q1 2022 and has held it in 18 quarters since.
218 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.