Cetera Investment Advisers
OZK icon

Cetera Investment Advisers’s Bank OZK OZK Stock Holding History

Cetera Investment Advisers’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 		$1.96M Buy
42,775
+1,345
+3% +$63.4K ﹤0.01% 2286
2025
Q4 		$1.91M Sell
41,430
-1,017
-2% -$47.6K ﹤0.01% 2251
2025
Q3 		$2.16M Buy
42,447
+5,510
+15% +$281K ﹤0.01% 2105
2025
Q2 		$1.74M Sell
36,937
-1,861
-5% -$81.4K ﹤0.01% 1945
2025
Q1 		$1.69M Buy
38,798
+86
+0.2% +$4.07K ﹤0.01% 1874
2024
Q4 		$1.72M Buy
38,712
+6,281
+19% +$287K ﹤0.01% 1762
2024
Q3 		$1.39M Buy
32,431
+2,129
+7% +$90.6K ﹤0.01% 1868
2024
Q2 		$1.24M Buy
30,302
+6,774
+29% +$295K ﹤0.01% 1920
2024
Q1 		$1.07M Buy
+23,528
New +$1.05M ﹤0.01% 2020

Other funds holding OZK

BlackRock
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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