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Forefront Wealth Partners’s Bank OZK OZK Stock Holding History

Forefront Wealth Partners’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 		$270K Buy
5,180
+22
+0.4% +$1.07K 0.08% 153
2026
Q1 		$237K Buy
5,158
+22
+0.4% +$1.04K 0.1% 144
2025
Q4 		$236K Buy
5,136
+23
+0.4% +$1.08K 0.11% 123
2025
Q3 		$261K Buy
5,113
+61
+1% +$3.12K 0.07% 165
2025
Q2 		$225K Sell
5,052
-18
-0.4% -$787 0.15% 93
2025
Q1 		$220K Buy
5,070
+18
+0.4% +$851 0.15% 117
2024
Q4 		$225K Buy
+5,052
New +$231K 0.17% 86

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

Forefront Wealth Partners's OZK Position: Q2 2026 in Review

Forefront Wealth Partners increased its Bank OZK (OZK) stake by 0.43% in Q2 2026, buying an estimated $1.07K and bringing the position to 5,180 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #153.

Forefront Wealth Partners first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Forefront Wealth Partners held 5,180 shares of Bank OZK worth $270K as of Q2 2026.
  • Forefront Wealth Partners bought 22 Bank OZK shares in Q2 2026, an estimated $1.07K.
  • Bank OZK made up 0.08% of Forefront Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Forefront Wealth Partners first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.