Crews Bank & Trust’s Bank OZK OZK Stock Holding History

Crews Bank & Trust’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 Q2	–	Sell	-300	Closed	-$13K	–	636
2025 Q1	$13K	Hold	300	–	–	﹤0.01%	491
2024 Q4	$13.4K	Buy	+300	New	+$13.7K	﹤0.01%	483

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Crews Bank & Trust's OZK Position: Q2 2025 in Review

Crews Bank & Trust sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 300 shares — an estimated $13K sold.

Crews Bank & Trust first reported a position in OZK in Q4 2024 and held it in 2 quarters. The position peaked at $13.4K in Q4 2024. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

Crews Bank & Trust reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
Crews Bank & Trust sold 300 Bank OZK shares in Q2 2025, an estimated $13K.
Crews Bank & Trust first reported a position in Bank OZK in Q4 2024 and held it in 2 quarters.
Crews Bank & Trust's Bank OZK position peaked at $13.4K in Q4 2024.
472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Crews Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.