Forvis Mazars Wealth Advisors’s Bank OZK OZK Stock Holding History

Forvis Mazars Wealth Advisors’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	$389K	Hold	8,467	–	–	0.01%	320
2025 Q4	$390K	Hold	8,467	–	–	0.01%	315
2025 Q3	$432K	Sell	8,467 -281	-3%	-$14.4K	0.01%	307
2025 Q2	$412K	Hold	8,748	–	–	0.01%	318
2025 Q1	$380K	Buy	8,748 +281	+3%	+$13.3K	0.01%	329
2024 Q4	$377K	Sell	8,467 -43	-0.5%	-$1.97K	0.01%	346
2024 Q3	$366K	Buy	8,510 +43	+0.5%	+$1.83K	0.01%	353
2024 Q2	$347K	Hold	8,467	–	–	0.01%	331
2024 Q1	$385K	Hold	8,467	–	–	0.01%	319
2023 Q4	$422K	Hold	8,467	–	–	0.01%	298
2023 Q3	$314K	Sell	8,467 -230	-3%	-$9.32K	0.01%	326
2023 Q2	$349K	Buy	8,697 +4	+0%	+$143	0.01%	339
2023 Q1	$297K	Buy	8,693 +3	+0%	+$126	0.01%	337
2022 Q4	$348K	Buy	8,690 +4	+0%	+$172	0.01%	307
2022 Q3	$344K	Buy	8,686 +4	+0%	+$161	0.01%	303
2022 Q2	$326K	Buy	8,682 +3	+0%	+$118	0.01%	310
2022 Q1	$371K	Buy	8,679 +3	+0%	+$140	0.02%	213
2021 Q4	$404K	Buy	8,676 +233	+3%	+$10.6K	0.02%	199
2021 Q3	$363K	Buy	8,443 +3	+0%	+$125	0.02%	206
2021 Q2	$356K	Buy	8,440 +3	+0%	+$125	0.02%	206
2021 Q1	$345K	Sell	8,437 -379	-4%	-$14.9K	0.02%	211
2020 Q4	$276K	Buy	+8,816	New	+$238K	0.01%	300
2020 Q1	–	Sell	-8,662	Closed	-$264K	–	301
2019 Q4	$264K	Sell	8,662 -4	-0%	-$117	0.02%	250
2019 Q3	$236K	Sell	8,666 -60	-0.7%	-$1.67K	0.02%	240
2019 Q2	$263K	Buy	8,726 +3	+0%	+$93	0.02%	230
2019 Q1	$253K	Buy	+8,723	New	+$264K	0.02%	227
2018 Q4	–	Sell	-8,021	Closed	-$304K	–	243
2018 Q3	$304K	Hold	8,021	–	–	0.03%	193
2018 Q2	$361K	Hold	8,021	–	–	0.04%	180
2018 Q1	$387K	Hold	8,021	–	–	0.04%	178
2017 Q4	$389K	Hold	8,021	–	–	0.04%	176
2017 Q3	$385K	Hold	8,021	–	–	0.04%	159
2017 Q2	$376K	Hold	8,021	–	–	0.04%	159
2017 Q1	$417K	Hold	8,021	–	–	0.05%	140
2016 Q4	$422K	Buy	8,021 +21	+0.3%	+$935	0.06%	134
2016 Q3	$307K	Hold	8,000	–	–	0.04%	143
2016 Q2	$300K	Hold	8,000	–	–	0.04%	141
2016 Q1	$336K	Hold	8,000	–	–	0.05%	131
2015 Q4	$396K	Hold	8,000	–	–	0.06%	127
2015 Q3	$350K	Hold	8,000	–	–	0.06%	124
2015 Q2	$366K	Hold	8,000	–	–	0.05%	124
2015 Q1	$295K	Hold	8,000	–	–	0.04%	149
2014 Q4	$303K	Hold	8,000	–	–	0.05%	125
2014 Q3	$252K	Hold	8,000	–	–	0.04%	118
2014 Q2	$268K	Hold	8,000	–	–	0.05%	117
2014 Q1	$272K	Hold	8,000	–	–	0.05%	131
2013 Q4	$226K	Buy	+8,000	New	+$207K	0.04%	145

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

Forvis Mazars Wealth Advisors's OZK Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Bank OZK (OZK) position steady in Q1 2026 at 8,467 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #320.

Forvis Mazars Wealth Advisors first reported a position in OZK in Q4 2013 and has held it in 46 quarters since. The position peaked at $432K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Forvis Mazars Wealth Advisors held 8,467 shares of Bank OZK worth $389K as of Q1 2026.
Forvis Mazars Wealth Advisors left its Bank OZK share count unchanged in Q1 2026.
Bank OZK made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #320 holding.
Forvis Mazars Wealth Advisors first reported a position in Bank OZK in Q4 2013 and has held it in 46 quarters since.
Forvis Mazars Wealth Advisors's Bank OZK position peaked at $432K in Q3 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.