Evoke Wealth’s Bank OZK OZK Stock Holding History

Evoke Wealth’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
2025 Q4	–	Sell	-4,910	Closed	-$250K	–	722
2025 Q3	$250K	Sell	4,910 -265	-5%	-$13.5K	0.01%	548
2025 Q2	$244K	Buy	5,175 +133	+3%	+$5.82K	0.01%	509
2025 Q1	$219K	Buy	+5,042	New	+$238K	0.01%	408
2024 Q2	–	Sell	-5,136	Closed	-$233K	–	306
2024 Q1	$233K	Buy	+5,136	New	+$230K	0.01%	355
2023 Q4	–	Sell	-5,437	Closed	-$202K	–	275
2023 Q3	$202K	Buy	5,437 +325	+6%	+$13.2K	0.01%	354
2023 Q2	$205K	Buy	+5,112	New	+$183K	0.01%	340
2023 Q1	–	Sell	-5,068	Closed	-$203K	–	368
2022 Q4	$203K	Buy	5,068 +68	+1%	+$2.92K	0.01%	334
2022 Q3	$198K	Hold	5,000	–	–	0.01%	326
2022 Q2	$188K	Hold	5,000	–	–	0.01%	320
2022 Q1	$214K	Hold	5,000	–	–	0.01%	344
2021 Q4	$233K	Hold	5,000	–	–	0.01%	343
2021 Q3	$214K	Hold	5,000	–	–	0.01%	333
2021 Q2	$211K	Hold	5,000	–	–	0.01%	341
2021 Q1	$204K	Hold	5,000	–	–	0.01%	303
2020 Q4	$156K	Hold	5,000	–	–	0.01%	255
2020 Q3	$107K	Hold	5,000	–	–	0.01%	273
2020 Q2	$117K	Sell	5,000 -66	-1%	-$1.42K	0.01%	254
2020 Q1	$84.6K	Sell	5,066 -375	-7%	-$9.64K	0.01%	281
2019 Q4	$166K	Sell	5,441 -1	-0%	-$29	0.02%	249
2019 Q3	$148K	Buy	+5,442	New	+$151K	0.02%	307

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Evoke Wealth's OZK Position: Q4 2025 in Review

Evoke Wealth sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 4,910 shares — an estimated $250K sold.

Evoke Wealth first reported a position in OZK in Q3 2019 and held it in 20 quarters. The position peaked at $250K in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

Evoke Wealth reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 4,910 Bank OZK shares in Q4 2025, an estimated $250K.
Evoke Wealth first reported a position in Bank OZK in Q3 2019 and held it in 20 quarters.
Evoke Wealth's Bank OZK position peaked at $250K in Q3 2025.
507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.