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Coppell Advisory Solutions’s Bank OZK OZK Stock Holding History

Coppell Advisory Solutions’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
-189
Closed -$8.4K – 1394
2024
Q4 		$8.4K Buy
+189
New +$8.64K ﹤0.01% 1169
2023
Q4 		– Sell
-1,047
Closed -$41.9K – 1836
2023
Q3 		$41.9K Buy
+1,047
New +$42.4K 0.01% 378
2023
Q1 		– Sell
-1,047
Closed -$41.9K – 793
2022
Q4 		$41.9K Buy
+1,047
New +$44.9K 0.01% 380

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Coppell Advisory Solutions's OZK Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 189 shares — an estimated $8.4K sold.

Coppell Advisory Solutions first reported a position in OZK in Q4 2022 and held it in 3 quarters. The position peaked at $41.9K in Q3 2023. 482 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 189 Bank OZK shares in Q1 2025, an estimated $8.4K.
  • Coppell Advisory Solutions first reported a position in Bank OZK in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Bank OZK position peaked at $41.9K in Q3 2023.
  • 482 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.