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GeoWealth Management’s Bank OZK OZK Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-716
Closed -$33.7K – 1083
2025
Q2 		$33.7K Buy
+716
New +$31.3K ﹤0.01% 1004
2025
Q1 		– Sell
-347
Closed -$15.5K – 1575
2024
Q4 		$15.5K Buy
+347
New +$15.9K ﹤0.01% 1430

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's OZK Position: Q3 2025 in Review

GeoWealth Management sold out of Bank OZK (OZK) in Q3 2025, closing a stake of 716 shares — an estimated $33.7K sold.

GeoWealth Management first reported a position in OZK in Q4 2024 and held it in 2 quarters. The position peaked at $33.7K in Q2 2025. 524 funds tracked by Wall St. Rank hold OZK as of Q3 2025.

  • GeoWealth Management reported no remaining Bank OZK position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 716 Bank OZK shares in Q3 2025, an estimated $33.7K.
  • GeoWealth Management first reported a position in Bank OZK in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's Bank OZK position peaked at $33.7K in Q2 2025.
  • 524 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.