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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DiNuzzo Private Wealth's OZK Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Bank OZK (OZK) position steady in Q2 2026 at 24 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

DiNuzzo Private Wealth first reported a position in OZK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31K in Q3 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • DiNuzzo Private Wealth held 24 shares of Bank OZK worth $1.25K as of Q2 2026.
  • DiNuzzo Private Wealth left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #824 holding.
  • DiNuzzo Private Wealth first reported a position in Bank OZK in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Bank OZK position peaked at $1.31K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.