Clark Wealth Partners
OZK icon

Clark Wealth Partners’s Bank OZK OZK Stock Holding History

Clark Wealth Partners’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
Q3 		$12K Hold
261
– – 0.01% 238
2026
Q2 		$13.6K Hold
261
– – 0.01% 204
2026
Q1 		$12K Hold
261
– – 0.01% 231
2025
Q4 		$12K Hold
261
– – 0.01% 225
2025
Q3 		$12K Hold
261
– – 0.01% 225
2025
Q2 		$12.3K Buy
261
+3
+1% +$131 0.01% 194
2025
Q1 		$11.2K Buy
258
+2
+0.8% +$95 0.01% 191
2024
Q4 		$11.4K Buy
+256
New +$11.7K 0.01% 161

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American Century Companies
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Geode Capital Management
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Wasatch Advisors
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Clark Wealth Partners's OZK Position: Q3 2026 in Review

Clark Wealth Partners held its Bank OZK (OZK) position steady in Q3 2026 at 261 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #238.

Clark Wealth Partners first reported a position in OZK in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.6K in Q2 2026. 408 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Clark Wealth Partners held 261 shares of Bank OZK worth $12K as of Q3 2026.
  • Clark Wealth Partners left its Bank OZK share count unchanged in Q3 2026.
  • Bank OZK made up 0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #238 holding.
  • Clark Wealth Partners first reported a position in Bank OZK in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Bank OZK position peaked at $13.6K in Q2 2026.
  • 408 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.