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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
Q2 		$41K Buy
788
+592
+302% +$28.8K ﹤0.01% 1564
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 Buy
166
+76
+84% +$3.13K ﹤0.01% 1096
2023
Q3 		$3.34K Buy
+90
New +$3.65K ﹤0.01% 1137

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's OZK Position: Q2 2026 in Review

Clearstead Advisors increased its Bank OZK (OZK) stake by 302% in Q2 2026, buying an estimated $28.8K and bringing the position to 788 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Clearstead Advisors first reported a position in OZK in Q3 2023 and has held it in 12 quarters since. The position peaked at $56.5K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Clearstead Advisors held 788 shares of Bank OZK worth $41K as of Q2 2026.
  • Clearstead Advisors bought 592 Bank OZK shares in Q2 2026, an estimated $28.8K.
  • Bank OZK made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1564 holding.
  • Clearstead Advisors first reported a position in Bank OZK in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's Bank OZK position peaked at $56.5K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.