Global Retirement Partners’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $116K | Buy |
2,524
+2,405
| +2,021% | +$113K | ﹤0.01% | 1820 |
|
|
2025
Q3 | $6.07K | Hold |
119
| – | – | ﹤0.01% | 2897 |
|
|
2025
Q2 | $5.6K | Buy |
+119
| New | +$5.21K | ﹤0.01% | 2858 |
|
|
2024
Q4 | $5.08K | Buy |
114
+17
| +18% | +$777 | ﹤0.01% | 2675 |
|
|
2024
Q3 | $4.17K | Hold |
97
| – | – | ﹤0.01% | 2646 |
|
|
2024
Q2 | $3.98K | Sell |
97
-10
| -9% | -$435 | ﹤0.01% | 2706 |
|
|
2024
Q1 | $4.86K | Hold |
107
| – | – | ﹤0.01% | 2408 |
|
|
2023
Q4 | $4.91K | Buy |
107
+12
| +13% | +$495 | ﹤0.01% | 2328 |
|
|
2023
Q3 | $3.39K | Buy |
95
+14
| +17% | +$567 | ﹤0.01% | 2336 |
|
|
2023
Q2 | $3.25K | Hold |
81
| – | – | ﹤0.01% | 2365 |
|
|
2023
Q1 | $2.7K | Sell |
81
-81
| -50% | -$3.4K | ﹤0.01% | 2394 |
|
|
2022
Q4 | $6.49K | Hold |
162
| – | – | ﹤0.01% | 1934 |
|
|
2022
Q3 | $7K | Sell |
162
-19
| -10% | -$764 | ﹤0.01% | 1823 |
|
|
2022
Q2 | $7K | Sell |
181
-3
| -2% | -$118 | ﹤0.01% | 1786 |
|
|
2022
Q1 | $7K | Buy |
+184
| New | +$8.58K | ﹤0.01% | 1784 |
|
|
2021
Q4 | – | Sell |
-1,087
| Closed | -$47K | – | 1306 |
|
|
2021
Q3 | $47K | Hold |
1,087
| – | – | ﹤0.01% | 877 |
|
|
2021
Q2 | $46K | Sell |
1,087
-407
| -27% | -$17K | ﹤0.01% | 886 |
|
|
2021
Q1 | $61K | Buy |
1,494
+195
| +15% | +$7.68K | 0.01% | 710 |
|
|
2020
Q4 | $41K | Buy |
1,299
+107
| +9% | +$2.89K | 0.01% | 798 |
|
|
2020
Q3 | $25K | Hold |
1,192
| – | – | ﹤0.01% | 855 |
|
|
2020
Q2 | $28K | Buy |
1,192
+255
| +27% | +$5.47K | ﹤0.01% | 793 |
|
|
2020
Q1 | $16K | Sell |
937
-13
| -1% | -$334 | ﹤0.01% | 873 |
|
|
2019
Q4 | $29K | Buy |
950
+36
| +4% | +$1.06K | ﹤0.01% | 810 |
|
|
2019
Q3 | $25K | Hold |
914
| – | – | ﹤0.01% | 824 |
|
|
2019
Q2 | $28K | Buy |
914
+76
| +9% | +$2.35K | 0.01% | 780 |
|
|
2019
Q1 | $24K | Buy |
838
+163
| +24% | +$4.93K | 0.01% | 761 |
|
|
2018
Q4 | $15K | Buy |
675
+363
| +116% | +$10.1K | ﹤0.01% | 850 |
|
|
2018
Q3 | $12K | Buy |
312
+180
| +136% | +$7.39K | ﹤0.01% | 989 |
|
|
2018
Q2 | $6K | Hold |
132
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q1 | $6K | Hold |
132
| – | – | ﹤0.01% | 1118 |
|
|
2017
Q4 | $6K | Hold |
132
| – | – | ﹤0.01% | 1073 |
|
|
2017
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 972 |
|
|
2017
Q2 | $6K | Buy |
+132
| New | +$6.28K | ﹤0.01% | 911 |
|
Other funds holding OZK
WA
VBA
Global Retirement Partners's OZK Position: Q4 2025 in Review
Global Retirement Partners increased its Bank OZK (OZK) stake by 2,021% in Q4 2025, buying an estimated $113K and bringing the position to 2,524 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.
Global Retirement Partners first reported a position in OZK in Q2 2017 and has held it in 33 quarters since. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.
- Global Retirement Partners held 2,524 shares of Bank OZK worth $116K as of Q4 2025.
- Global Retirement Partners bought 2,405 Bank OZK shares in Q4 2025, an estimated $113K.
- Bank OZK made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1820 holding.
- Global Retirement Partners first reported a position in Bank OZK in Q2 2017 and has held it in 33 quarters since.
- 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.