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Avantax Advisory Services’s Bank OZK OZK Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$371K Buy
+7,881
New +$345K ﹤0.01% 1767

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Advisory Services's OZK Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Bank OZK (OZK) in Q2 2025: 7,881 shares worth $371K. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings.

472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • Avantax Advisory Services held 7,881 shares of Bank OZK worth $371K as of Q2 2025.
  • Bank OZK was a new Avantax Advisory Services position in Q2 2025.
  • Bank OZK made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1767 holding.
  • 472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.