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Buckingham Strategic Wealth’s Bank OZK OZK Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$402K Buy
+9,799
New +$426K ﹤0.01% 521

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Buckingham Strategic Wealth's OZK Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Bank OZK (OZK) in Q2 2024: 9,799 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

432 funds tracked by Wall St. Rank hold OZK as of Q2 2024.

  • Buckingham Strategic Wealth held 9,799 shares of Bank OZK worth $402K as of Q2 2024.
  • Bank OZK was a new Buckingham Strategic Wealth position in Q2 2024.
  • Bank OZK made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #521 holding.
  • 432 funds tracked by Wall St. Rank held Bank OZK as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.