FFO
OZK icon

Fortitude Family Office’s Bank OZK OZK Stock Holding History

Fortitude Family Office’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
Q3 		$15.2K Buy
330
+145
+78% +$7.24K ﹤0.01% 994
2026
Q2 		$9.64K Buy
185
+88
+91% +$4.29K ﹤0.01% 790
2026
Q1 		$4.45K Buy
97
+46
+90% +$2.17K ﹤0.01% 966
2025
Q4 		$2.35K Hold
51
– – ﹤0.01% 1107
2025
Q3 		$2.6K Hold
51
– – ﹤0.01% 1102
2025
Q2 		$2.4K Buy
+51
New +$2.23K ﹤0.01% 1106

Other funds holding OZK

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fortitude Family Office's OZK Position: Q3 2026 in Review

Fortitude Family Office increased its Bank OZK (OZK) stake by 78% in Q3 2026, buying an estimated $7.24K and bringing the position to 330 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Fortitude Family Office first reported a position in OZK in Q2 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Fortitude Family Office held 330 shares of Bank OZK worth $15.2K as of Q3 2026.
  • Fortitude Family Office bought 145 Bank OZK shares in Q3 2026, an estimated $7.24K.
  • Bank OZK made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #994 holding.
  • Fortitude Family Office first reported a position in Bank OZK in Q2 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.