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EP Wealth Advisors’s Bank OZK OZK Stock Holding History

EP Wealth 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
2026
Q2 		$652K Buy
12,523
+2,968
+31% +$145K ﹤0.01% 909
2026
Q1 		$438K Sell
9,555
-316
-3% -$14.9K ﹤0.01% 962
2025
Q4 		$454K Buy
+9,871
New +$462K ﹤0.01% 931
2025
Q2 		$401K Sell
8,530
-567
-6% -$24.8K ﹤0.01% 876
2025
Q1 		$395K Sell
9,097
-71
-0.8% -$3.36K ﹤0.01% 793
2024
Q4 		$408K Buy
+9,168
New +$419K ﹤0.01% 757

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

EP Wealth Advisors's OZK Position: Q2 2026 in Review

EP Wealth Advisors increased its Bank OZK (OZK) stake by 31% in Q2 2026, buying an estimated $145K and bringing the position to 12,523 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

EP Wealth Advisors first reported a position in OZK in Q4 2024 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • EP Wealth Advisors held 12,523 shares of Bank OZK worth $652K as of Q2 2026.
  • EP Wealth Advisors bought 2,968 Bank OZK shares in Q2 2026, an estimated $145K.
  • Bank OZK made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #909 holding.
  • EP Wealth Advisors first reported a position in Bank OZK in Q4 2024 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.