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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
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

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clark Wealth Partners's OZK Position: Q2 2026 in Review

Clark Wealth Partners held its Bank OZK (OZK) position steady in Q2 2026 at 261 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #204.

Clark Wealth Partners first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Clark Wealth Partners held 261 shares of Bank OZK worth $13.6K as of Q2 2026.
  • Clark Wealth Partners left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #204 holding.
  • Clark Wealth Partners first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • 493 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.