FFA
OZK icon

Farther Finance Advisors’s Bank OZK OZK Stock Holding History

Farther Finance 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
Q3 		$379K Buy
8,244
+1,261
+18% +$62.9K ﹤0.01% 1814
2026
Q2 		$364K Buy
6,983
+2,047
+41% +$99.7K ﹤0.01% 1794
2026
Q1 		$228K Buy
4,936
+1,147
+30% +$54K ﹤0.01% 1929
2025
Q4 		$174K Buy
3,789
+1,509
+66% +$70.6K ﹤0.01% 1998
2025
Q3 		$116K Buy
2,280
+745
+49% +$38.1K ﹤0.01% 1945
2025
Q2 		$72.2K Buy
1,535
+1,411
+1,138% +$61.7K ﹤0.01% 1936
2025
Q1 		$5.38K Sell
124
-19
-13% -$899 ﹤0.01% 3022
2024
Q4 		$6.37K Sell
143
-45
-24% -$2.06K ﹤0.01% 2562
2024
Q3 		$8.08K Buy
188
+17
+10% +$724 ﹤0.01% 2450
2024
Q2 		$6.97K Buy
171
+158
+1,215% +$6.87K ﹤0.01% 2240
2024
Q1 		$583 Hold
13
– – ﹤0.01% 2968
2023
Q4 		$648 Hold
13
– – ﹤0.01% 2885
2023
Q3 		$482 Hold
13
– – ﹤0.01% 2281
2023
Q2 		$522 Hold
13
– – ﹤0.01% 2138
2023
Q1 		$445 Buy
13
+5
+63% +$210 ﹤0.01% 2035
2022
Q4 		$320 Buy
+8
New +$343 ﹤0.01% 1936

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Farther Finance Advisors's OZK Position: Q3 2026 in Review

Farther Finance Advisors increased its Bank OZK (OZK) stake by 18% in Q3 2026, buying an estimated $62.9K and bringing the position to 8,244 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Farther Finance Advisors first reported a position in OZK in Q4 2022 and has held it in 16 quarters since. 32 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Farther Finance Advisors held 8,244 shares of Bank OZK worth $379K as of Q3 2026.
  • Farther Finance Advisors bought 1,261 Bank OZK shares in Q3 2026, an estimated $62.9K.
  • Bank OZK made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1814 holding.
  • Farther Finance Advisors first reported a position in Bank OZK in Q4 2022 and has held it in 16 quarters since.
  • 32 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.