EverSource Wealth Advisors’s Bank OZK OZK Stock Holding History

EverSource 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	$106K	Buy	2,300 +913	+66%	+$43K	﹤0.01%	1398
2025 Q4	$63.8K	Sell	1,387 -435	-24%	-$20.3K	﹤0.01%	1582
2025 Q3	$92.9K	Buy	1,822 +33	+2%	+$1.69K	﹤0.01%	1323
2025 Q2	$84.2K	Buy	1,789 +926	+107%	+$40.5K	﹤0.01%	1300
2025 Q1	$37.5K	Buy	863 +470	+120%	+$22.2K	﹤0.01%	1381
2024 Q4	$17.5K	Buy	393 +221	+128%	+$10.1K	﹤0.01%	1699
2024 Q3	$7.39K	Buy	172 +50	+41%	+$2.13K	﹤0.01%	2032
2024 Q2	$5.72K	Buy	122 +68	+126%	+$2.96K	﹤0.01%	2175
2024 Q1	$2.41K	Buy	54 +28	+108%	+$1.25K	﹤0.01%	2321
2023 Q4	$1.3K	Buy	26 +14	+117%	+$577	﹤0.01%	2315
2023 Q3	$445	Hold	12	–	–	﹤0.01%	2399
2023 Q2	$482	Hold	12	–	–	﹤0.01%	2363
2023 Q1	$410	Buy	+12	New	+$504	﹤0.01%	2270

Other funds holding OZK

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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