FFM
OZK icon

Forum Financial Management’s Bank OZK OZK Stock Holding History

Forum Financial Management’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 		– Sell
-5,902
Closed -$272K – 789
2025
Q4 		$272K Hold
5,902
– – ﹤0.01% 801
2025
Q3 		$301K Buy
5,902
+506
+9% +$25.8K ﹤0.01% 735
2025
Q2 		$254K Hold
5,396
– – ﹤0.01% 770
2025
Q1 		$234K Sell
5,396
-5
-0.1% -$237 ﹤0.01% 730
2024
Q4 		$241K Hold
5,401
– – ﹤0.01% 753
2024
Q3 		$232K Sell
5,401
-64
-1% -$2.73K ﹤0.01% 649
2024
Q2 		$224K Sell
5,465
-219
-4% -$9.53K ﹤0.01% 616
2024
Q1 		$258K Hold
5,684
– – ﹤0.01% 573
2023
Q4 		$283K Hold
5,684
– – 0.01% 476
2023
Q3 		$211K Hold
5,684
– – ﹤0.01% 571
2023
Q2 		$228K Buy
+5,684
New +$204K 0.01% 556

Other funds holding OZK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return