DiNuzzo Private Wealth’s Bank OZK OZK Stock Holding History

DiNuzzo Private Wealth’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
2026 Q2	$1.25K	Hold	24	–	–	﹤0.01%	824
2026 Q1	$1.1K	Hold	24	–	–	﹤0.01%	846
2025 Q4	$1.1K	Sell	24 -1	-4%	-$47	﹤0.01%	848
2025 Q3	$1.31K	Hold	25	–	–	﹤0.01%	791
2025 Q2	$1.18K	Hold	25	–	–	﹤0.01%	801
2025 Q1	$1.09K	Buy	25 +2	+9%	+$95	﹤0.01%	794
2024 Q4	$1.02K	Hold	23	–	–	﹤0.01%	839
2024 Q3	$989	Hold	23	–	–	﹤0.01%	862
2024 Q2	$943	Buy	23 +4	+21%	+$174	﹤0.01%	819
2024 Q1	$864	Hold	19	–	–	﹤0.01%	795
2023 Q4	$947	Buy	+19	New	+$783	﹤0.01%	727

Other funds holding OZK

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return