Elevation Wealth Partners
OZK icon

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
Q3 		$30.3K Buy
660
+269
+69% +$13.4K 0.01% 540
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Elevation Wealth Partners's OZK Position: Q3 2026 in Review

Elevation Wealth Partners increased its Bank OZK (OZK) stake by 69% in Q3 2026, buying an estimated $13.4K and bringing the position to 660 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #540.

Elevation Wealth Partners first reported a position in OZK in Q3 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Elevation Wealth Partners held 660 shares of Bank OZK worth $30.3K as of Q3 2026.
  • Elevation Wealth Partners bought 269 Bank OZK shares in Q3 2026, an estimated $13.4K.
  • Bank OZK made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #540 holding.
  • Elevation Wealth Partners first reported a position in Bank OZK in Q3 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.