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Concord Wealth Partners’s Bank OZK OZK Stock Holding History

Concord 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
2025
Q1 		– Sell
-19
Closed -$846 – 924
2024
Q4 		$846 Hold
19
– – ﹤0.01% 819
2024
Q3 		$817 Buy
+19
New +$809 ﹤0.01% 854
2022
Q3 		– Sell
-174
Closed -$7K – 824
2022
Q2 		$7K Hold
174
– – ﹤0.01% 756
2022
Q1 		$7K Hold
174
– – ﹤0.01% 842
2021
Q4 		$8K Buy
+174
New +$7.93K ﹤0.01% 837
2021
Q3 		– Sell
-174
Closed -$7K – 997
2021
Q2 		$7K Buy
+174
New +$7.25K ﹤0.01% 687

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concord Wealth Partners's OZK Position: Q1 2025 in Review

Concord Wealth Partners sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 19 shares — an estimated $846 sold.

Concord Wealth Partners first reported a position in OZK in Q2 2021 and held it in 6 quarters. The position peaked at $8K in Q4 2021. 480 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Concord Wealth Partners reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 19 Bank OZK shares in Q1 2025, an estimated $846.
  • Concord Wealth Partners first reported a position in Bank OZK in Q2 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Bank OZK position peaked at $8K in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.