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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EP Wealth Advisors's OZK Position: Q1 2026 in Review

EP Wealth Advisors reduced its Bank OZK (OZK) stake by 3.2% in Q1 2026, selling an estimated $14.9K and leaving 9,555 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

EP Wealth Advisors first reported a position in OZK in Q4 2024 and has held it in 5 quarters since. The position peaked at $454K in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • EP Wealth Advisors held 9,555 shares of Bank OZK worth $438K as of Q1 2026.
  • EP Wealth Advisors sold 316 Bank OZK shares in Q1 2026, an estimated $14.9K.
  • Bank OZK made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #962 holding.
  • EP Wealth Advisors first reported a position in Bank OZK in Q4 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's Bank OZK position peaked at $454K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.