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Eagle Bay Advisors’s Bank OZK OZK Stock Holding History

Eagle Bay Advisors’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
Q1 		– Sell
-40
Closed -$1.78K – 712
2024
Q4 		$1.78K Hold
40
– – ﹤0.01% 892
2024
Q3 		$1.72K Sell
40
-46
-53% -$1.96K ﹤0.01% 1251
2024
Q2 		$3.53K Sell
86
-206
-71% -$8.96K ﹤0.01% 789
2024
Q1 		$13.3K Buy
+292
New +$13.1K 0.01% 513

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eagle Bay Advisors's OZK Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 40 shares — an estimated $1.78K sold.

Eagle Bay Advisors first reported a position in OZK in Q1 2024 and held it in 4 quarters. The position peaked at $13.3K in Q1 2024. 480 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 40 Bank OZK shares in Q1 2025, an estimated $1.78K.
  • Eagle Bay Advisors first reported a position in Bank OZK in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's Bank OZK position peaked at $13.3K in Q1 2024.
  • 480 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.