EWA
OZK icon

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
Q2 		$130K Buy
2,505
+205
+9% +$9.98K ﹤0.01% 1236
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
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

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

EverSource Wealth Advisors increased its Bank OZK (OZK) stake by 8.9% in Q2 2026, buying an estimated $9.98K and bringing the position to 2,505 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

EverSource Wealth Advisors first reported a position in OZK in Q1 2023 and has held it in 14 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • EverSource Wealth Advisors held 2,505 shares of Bank OZK worth $130K as of Q2 2026.
  • EverSource Wealth Advisors bought 205 Bank OZK shares in Q2 2026, an estimated $9.98K.
  • Bank OZK made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1236 holding.
  • EverSource Wealth Advisors first reported a position in Bank OZK in Q1 2023 and has held it in 14 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.