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DFPG Investments’s Bank OZK OZK Stock Holding History

DFPG Investments’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
2023
Q4 		$231K Buy
+4,785
New +$197K 0.02% 577

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DFPG Investments's OZK Position: Q4 2023 in Review

DFPG Investments opened a new position in Bank OZK (OZK) in Q4 2023: 4,785 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #577 among its holdings.

419 funds tracked by Wall St. Rank hold OZK as of Q4 2023.

  • DFPG Investments held 4,785 shares of Bank OZK worth $231K as of Q4 2023.
  • Bank OZK was a new DFPG Investments position in Q4 2023.
  • Bank OZK made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #577 holding.
  • 419 funds tracked by Wall St. Rank held Bank OZK as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.