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FourThought Financial Partners’s Bank OZK OZK Stock Holding History

FourThought Financial 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
2025
Q2 		– Sell
-13,132
Closed -$571K – 329
2025
Q1 		$571K Buy
13,132
+467
+4% +$22.1K 0.06% 172
2024
Q4 		$564K Sell
12,665
-231
-2% -$10.6K 0.06% 180
2024
Q3 		$554K Buy
12,896
+303
+2% +$12.9K 0.07% 134
2024
Q2 		$516K Sell
12,593
-20
-0.2% -$870 0.07% 140
2024
Q1 		$573K Buy
12,613
+1,537
+14% +$68.8K 0.07% 187
2023
Q4 		$552K Sell
11,076
-329
-3% -$13.6K 0.07% 187
2023
Q3 		$423K Sell
11,405
-1,226
-10% -$49.7K 0.06% 202
2023
Q2 		$507K Buy
12,631
+2,577
+26% +$92.4K 0.07% 188
2023
Q1 		$344K Sell
10,054
-637
-6% -$26.7K 0.05% 225
2022
Q4 		$428K Buy
+10,691
New +$459K 0.06% 208

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FourThought Financial Partners's OZK Position: Q2 2025 in Review

FourThought Financial Partners sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 13,132 shares — an estimated $571K sold.

FourThought Financial Partners first reported a position in OZK in Q4 2022 and held it in 10 quarters. The position peaked at $573K in Q1 2024. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • FourThought Financial Partners reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 13,132 Bank OZK shares in Q2 2025, an estimated $571K.
  • FourThought Financial Partners first reported a position in Bank OZK in Q4 2022 and held it in 10 quarters.
  • FourThought Financial Partners's Bank OZK position peaked at $573K in Q1 2024.
  • 472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on FourThought Financial Partners's 13F filing for Q2 2025, filed 12 Aug 2025.