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Elevation Wealth Partners’s Bank OZK OZK Stock Holding History

Elevation Wealth Partners’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 		$20.4K Buy
+391
New +$19K 0.01% 587
2025
Q4 		– Sell
-55
Closed -$2.8K – 1003
2025
Q3 		$2.8K Buy
+55
New +$2.81K ﹤0.01% 588

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Elevation Wealth Partners's OZK Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Bank OZK (OZK) in Q2 2026: 391 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in OZK as recently as Q3 2025.

Elevation Wealth Partners first reported a position in OZK in Q3 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Elevation Wealth Partners held 391 shares of Bank OZK worth $20.4K as of Q2 2026.
  • Bank OZK was a new Elevation Wealth Partners position in Q2 2026.
  • Bank OZK made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #587 holding.
  • Elevation Wealth Partners first reported a position in Bank OZK in Q3 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.