F/M Investments’s Bank OZK OZK Stock Holding History

F/M Investments’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
2024 Q4	–	Sell	-201,211	Closed	-$8.65M	–	412
2024 Q3	$8.65M	Buy	201,211 +2,073	+1%	+$88.3K	0.27%	122
2024 Q2	$8.16M	Buy	+199,138	New	+$8.66M	0.29%	115

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

F/M Investments's OZK Position: Q4 2024 in Review

F/M Investments sold out of Bank OZK (OZK) in Q4 2024, closing a stake of 201,211 shares — an estimated $8.65M sold.

F/M Investments first reported a position in OZK in Q2 2024 and held it in 2 quarters. The position peaked at $8.65M in Q3 2024. 468 funds tracked by Wall St. Rank hold OZK as of Q4 2024.

F/M Investments reported no remaining Bank OZK position as of Q4 2024 after selling out during the quarter.
F/M Investments sold 201,211 Bank OZK shares in Q4 2024, an estimated $8.65M.
F/M Investments first reported a position in Bank OZK in Q2 2024 and held it in 2 quarters.
F/M Investments's Bank OZK position peaked at $8.65M in Q3 2024.
468 funds tracked by Wall St. Rank held Bank OZK as of Q4 2024.

Based on F/M Investments's 13F filing for Q4 2024, filed 13 Feb 2025.