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OZK icon

Creative Financial Designs’s Bank OZK OZK Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-304
Closed -$15.5K – 2135
2025
Q3 		$15.5K Buy
304
+2
+0.7% +$102 ﹤0.01% 1224
2025
Q2 		$14.2K Buy
302
+3
+1% +$131 ﹤0.01% 1235
2025
Q1 		$13K Buy
299
+3
+1% +$142 ﹤0.01% 1220
2024
Q4 		$13.2K Buy
+296
New +$13.5K ﹤0.01% 1153

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Creative Financial Designs's OZK Position: Q4 2025 in Review

Creative Financial Designs sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 304 shares — an estimated $15.5K sold.

Creative Financial Designs first reported a position in OZK in Q4 2024 and held it in 4 quarters. The position peaked at $15.5K in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Creative Financial Designs reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 304 Bank OZK shares in Q4 2025, an estimated $15.5K.
  • Creative Financial Designs first reported a position in Bank OZK in Q4 2024 and held it in 4 quarters.
  • Creative Financial Designs's Bank OZK position peaked at $15.5K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.