First Personal Financial Services’s Bank OZK OZK Stock Holding History

First Personal Financial Services’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 Q3	$86	Buy	+2	New	+$85	﹤0.01%	549
2019 Q3	–	Sell	-434	Closed	-$13K	–	702
2019 Q2	$13K	Hold	434	–	–	﹤0.01%	468
2019 Q1	$13K	Buy	434 +84	+24%	+$2.54K	﹤0.01%	461
2018 Q4	$8K	Buy	350 +104	+42%	+$2.88K	﹤0.01%	500
2018 Q3	$9K	Sell	246 -114	-32%	-$4.68K	﹤0.01%	513
2018 Q2	$16K	Hold	360	–	–	0.01%	430
2018 Q1	$17K	Buy	360 +9	+3%	+$455	﹤0.01%	663
2017 Q4	$17K	Buy	+351	New	+$16.3K	﹤0.01%	679
2016 Q3	–	Sell	-33	Closed	-$1K	–	842
2016 Q2	$1K	Buy	+33	New	+$1.3K	﹤0.01%	796

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

First Personal Financial Services's OZK Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Bank OZK (OZK) in Q3 2024: 2 shares worth $86. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in OZK as recently as Q2 2019.

First Personal Financial Services first reported a position in OZK in Q2 2016 and has held it in 9 quarters since. The position peaked at $17K in Q1 2018. 436 funds tracked by Wall St. Rank hold OZK as of Q3 2024.

First Personal Financial Services held 2 shares of Bank OZK worth $86 as of Q3 2024.
Bank OZK was a new First Personal Financial Services position in Q3 2024.
Bank OZK made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #549 holding.
First Personal Financial Services first reported a position in Bank OZK in Q2 2016 and has held it in 9 quarters since.
First Personal Financial Services's Bank OZK position peaked at $17K in Q1 2018.
436 funds tracked by Wall St. Rank held Bank OZK as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.