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Financial Partners Group (Tennessee)’s Bank OZK OZK Stock Holding History

Financial Partners Group (Tennessee)’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
-19,896
Closed -$855K – 99
2024
Q3 		$855K Buy
19,896
+1,403
+8% +$59.7K 0.32% 63
2024
Q2 		$758K Sell
18,493
-310
-2% -$13.5K 0.29% 64
2024
Q1 		$855K Sell
18,803
-1,021
-5% -$45.7K 0.33% 64
2023
Q4 		$988K Buy
19,824
+382
+2% +$15.7K 0.45% 51
2023
Q3 		$721K Buy
+19,442
New +$788K 0.35% 56

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Partners Group (Tennessee)'s OZK Position: Q4 2024 in Review

Financial Partners Group (Tennessee) sold out of Bank OZK (OZK) in Q4 2024, closing a stake of 19,896 shares — an estimated $855K sold.

Financial Partners Group (Tennessee) first reported a position in OZK in Q3 2023 and held it in 5 quarters. The position peaked at $988K in Q4 2023. 468 funds tracked by Wall St. Rank hold OZK as of Q4 2024.

  • Financial Partners Group (Tennessee) reported no remaining Bank OZK position as of Q4 2024 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 19,896 Bank OZK shares in Q4 2024, an estimated $855K.
  • Financial Partners Group (Tennessee) first reported a position in Bank OZK in Q3 2023 and held it in 5 quarters.
  • Financial Partners Group (Tennessee)'s Bank OZK position peaked at $988K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held Bank OZK as of Q4 2024.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q4 2024, filed 21 Jan 2025.