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American Wealth Advisors’s Bank OZK OZK Stock Holding History

American Wealth 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
Q1 		– Sell
-2,507
Closed -$115K – 97
2025
Q4 		$115K Buy
2,507
+24
+1% +$1.12K 0.11% 51
2025
Q3 		$127K Buy
+2,483
New +$127K 0.13% 49

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

American Wealth Advisors's OZK Position: Q1 2026 in Review

American Wealth Advisors sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 2,507 shares — an estimated $115K sold.

American Wealth Advisors first reported a position in OZK in Q3 2025 and held it in 2 quarters. The position peaked at $127K in Q3 2025. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • American Wealth Advisors reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • American Wealth Advisors sold 2,507 Bank OZK shares in Q1 2026, an estimated $115K.
  • American Wealth Advisors first reported a position in Bank OZK in Q3 2025 and held it in 2 quarters.
  • American Wealth Advisors's Bank OZK position peaked at $127K in Q3 2025.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on American Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.