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Focus Partners Advisor Solutions’s Bank OZK OZK Stock Holding History

Focus Partners Advisor Solutions’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 		$2.16M Buy
41,441
+7,373
+22% +$359K 0.02% 351
2026
Q1 		$1.56M Buy
34,068
+988
+3% +$46.5K 0.02% 420
2025
Q4 		$1.52M Sell
33,080
-7,280
-18% -$341K 0.02% 380
2025
Q3 		$2.04M Sell
40,360
-1,797
-4% -$91.8K 0.02% 334
2025
Q2 		$1.98M Buy
42,157
+2,047
+5% +$89.5K 0.03% 276
2025
Q1 		$1.74M Buy
40,110
+1,783
+5% +$84.3K 0.03% 277
2024
Q4 		$1.71M Buy
38,327
+347
+0.9% +$15.9K 0.03% 249
2024
Q3 		$1.63M Buy
37,980
+88
+0.2% +$3.75K 0.03% 218
2024
Q2 		$1.55M Buy
37,892
+402
+1% +$17.5K 0.04% 194
2024
Q1 		$1.7M Buy
37,490
+934
+3% +$41.8K 0.05% 175
2023
Q4 		$1.82M Buy
36,556
+4
+0% +$165 0.09% 111
2023
Q3 		$1.35M Sell
36,552
-3
-0% -$122 0.07% 143
2023
Q2 		$1.47M Buy
+36,555
New +$1.31M 0.08% 104

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Focus Partners Advisor Solutions's OZK Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Bank OZK (OZK) stake by 22% in Q2 2026, buying an estimated $359K and bringing the position to 41,441 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #351.

Focus Partners Advisor Solutions first reported a position in OZK in Q2 2023 and has held it in 13 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Focus Partners Advisor Solutions held 41,441 shares of Bank OZK worth $2.16M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 7,373 Bank OZK shares in Q2 2026, an estimated $359K.
  • Bank OZK made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #351 holding.
  • Focus Partners Advisor Solutions first reported a position in Bank OZK in Q2 2023 and has held it in 13 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.