Focus Partners Wealth
OZK icon

Focus Partners Wealth’s Bank OZK OZK Stock Holding History

Focus Partners Wealth’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 		$5.56M Sell
106,894
-53,747
-33% -$2.62M 0.01% 913
2026
Q1 		$7.38M Buy
160,641
+18,027
+13% +$849K 0.01% 816
2025
Q4 		$6.56M Buy
142,614
+127,820
+864% +$5.98M 0.01% 855
2025
Q3 		$758K Sell
14,794
-733
-5% -$37.4K ﹤0.01% 1417
2025
Q2 		$731K Sell
15,527
-2,184
-12% -$95.5K ﹤0.01% 1272
2025
Q1 		$770K Buy
17,711
+1,756
+11% +$83.1K ﹤0.01% 1164
2024
Q4 		$710K Buy
15,955
+2,353
+17% +$108K ﹤0.01% 1179
2024
Q3 		$585K Buy
+13,602
New +$579K ﹤0.01% 1097

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 Wealth's OZK Position: Q2 2026 in Review

Focus Partners Wealth reduced its Bank OZK (OZK) stake by 33% in Q2 2026, selling an estimated $2.62M and leaving 106,894 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #913.

Focus Partners Wealth first reported a position in OZK in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.38M in Q1 2026. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Focus Partners Wealth held 106,894 shares of Bank OZK worth $5.56M as of Q2 2026.
  • Focus Partners Wealth sold 53,747 Bank OZK shares in Q2 2026, an estimated $2.62M.
  • Bank OZK made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #913 holding.
  • Focus Partners Wealth first reported a position in Bank OZK in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Bank OZK position peaked at $7.38M in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.