Bell Investment Advisors’s Bank OZK OZK Stock Holding History

Bell 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 Q1	$2.57K	Hold	56	–	–	﹤0.01%	1236
2025 Q4	$2.58K	Hold	56	–	–	﹤0.01%	1258
2025 Q3	$2.85K	Sell	56 -69	-55%	-$3.52K	﹤0.01%	1187
2025 Q2	$5.88K	Buy	125 +30	+32%	+$1.31K	﹤0.01%	912
2025 Q1	$4.13K	Sell	95 -1	-1%	-$47	﹤0.01%	1008
2024 Q4	$4.28K	Buy	96 +69	+256%	+$3.16K	﹤0.01%	993
2024 Q3	$1.16K	Hold	27	–	–	﹤0.01%	1548
2024 Q2	$1.11K	Hold	27	–	–	﹤0.01%	1582
2024 Q1	$1.23K	Hold	27	–	–	﹤0.01%	1536
2023 Q4	$1.35K	Buy	+27	New	+$1.11K	﹤0.01%	1485
2023 Q2	–	Sell	-47	Closed	-$1.61K	–	1970
2023 Q1	$1.61K	Buy	+47	New	+$1.97K	﹤0.01%	1372
2022 Q4	–	Sell	-13	Closed	-$1K	–	2000
2022 Q3	$1K	Buy	+13	New	+$523	﹤0.01%	1513
2021 Q4	$2K	Buy	45 +28	+165%	+$1.28K	﹤0.01%	1196
2021 Q3	$1K	Buy	+17	New	+$708	﹤0.01%	1502

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