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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Forefront Wealth Partners's OZK Position: Q1 2026 in Review

Forefront Wealth Partners increased its Bank OZK (OZK) stake by 0.43% in Q1 2026, buying an estimated $1.04K and bringing the position to 5,158 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #144.

Forefront Wealth Partners first reported a position in OZK in Q4 2024 and has held it in 6 quarters since. The position peaked at $261K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Forefront Wealth Partners held 5,158 shares of Bank OZK worth $237K as of Q1 2026.
Forefront Wealth Partners bought 22 Bank OZK shares in Q1 2026, an estimated $1.04K.
Bank OZK made up 0.1% of Forefront Wealth Partners's portfolio in Q1 2026, its #144 holding.
Forefront Wealth Partners first reported a position in Bank OZK in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's Bank OZK position peaked at $261K in Q3 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.