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Fedenia Advisers’s Bank OZK OZK Stock Holding History

Fedenia Advisers’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 		$26.3K Buy
+505
New +$24.6K 0.01% 285
2025
Q1 		– Sell
-505
Closed -$22.5K – 331
2024
Q4 		$22.5K Buy
+505
New +$23.1K 0.01% 297

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Fedenia Advisers's OZK Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Bank OZK (OZK) in Q2 2026: 505 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in OZK as recently as Q4 2024.

Fedenia Advisers first reported a position in OZK in Q4 2024 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Fedenia Advisers held 505 shares of Bank OZK worth $26.3K as of Q2 2026.
  • Bank OZK was a new Fedenia Advisers position in Q2 2026.
  • Bank OZK made up 0.01% of Fedenia Advisers's portfolio in Q2 2026, its #285 holding.
  • Fedenia Advisers first reported a position in Bank OZK in Q4 2024 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.