First Capital Advisors Group’s Bank OZK OZK Stock Holding History

First Capital Advisors Group’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
2023 Q2	$7.87K	Buy	+196	New	+$7.03K	﹤0.01%	595
2018 Q2	–	Sell	-37	Closed	-$2K	–	584
2018 Q1	$2K	Buy	+37	New	+$1.87K	﹤0.01%	740

Other funds holding OZK

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

First Capital Advisors Group's OZK Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Bank OZK (OZK) in Q2 2023: 196 shares worth $7.87K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in OZK as recently as Q1 2018.

First Capital Advisors Group first reported a position in OZK in Q1 2018 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold OZK as of Q2 2023.

First Capital Advisors Group held 196 shares of Bank OZK worth $7.87K as of Q2 2023.
Bank OZK was a new First Capital Advisors Group position in Q2 2023.
Bank OZK made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #595 holding.
First Capital Advisors Group first reported a position in Bank OZK in Q1 2018 and has held it in 2 quarters since.
361 funds tracked by Wall St. Rank held Bank OZK as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.