Clearstead Advisors’s Bank OZK OZK Stock Holding History

Clearstead 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	$8.99K	Sell	196 -344	-64%	-$16.2K	﹤0.01%	1613
2025 Q4	$24.9K	Sell	540 -568	-51%	-$26.6K	﹤0.01%	1650
2025 Q3	$56.5K	Buy	1,108 +21	+2%	+$1.07K	﹤0.01%	1243
2025 Q2	$51.2K	Buy	1,087 +919	+547%	+$40.2K	﹤0.01%	1287
2025 Q1	$7.3K	Buy	168 +2	+1%	+$95	﹤0.01%	1689
2024 Q4	$7.39K	Hold	166	–	–	﹤0.01%	1649
2024 Q3	$7.14K	Hold	166	–	–	﹤0.01%	1650
2024 Q2	$6.81K	Hold	166	–	–	﹤0.01%	1626
2024 Q1	$8K	Hold	166	–	–	﹤0.01%	1095
2023 Q4	$8.27K	Sell	166 -14	-8%	-$577	﹤0.01%	1096
2023 Q3	$6.67K	Buy	+180	New	+$7.29K	﹤0.01%	1173

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