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GPS Wealth Strategies Group’s Bank OZK OZK Stock Holding History

GPS Wealth Strategies Group’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
Q1 		– Sell
-221
Closed -$9.84K – 1557
2024
Q4 		$9.84K Hold
221
– – ﹤0.01% 950
2024
Q3 		$9.5K Hold
221
– – ﹤0.01% 954
2024
Q2 		$9.06K Hold
221
– – ﹤0.01% 938
2024
Q1 		$10K Hold
221
– – ﹤0.01% 857
2023
Q4 		$11K Hold
221
– – ﹤0.01% 818
2023
Q3 		$8.19K Hold
221
– – ﹤0.01% 880
2023
Q2 		$8.88K Hold
221
– – ﹤0.01% 869
2023
Q1 		$7.56K Buy
+221
New +$9.27K ﹤0.01% 894

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GPS Wealth Strategies Group's OZK Position: Q1 2025 in Review

GPS Wealth Strategies Group sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 221 shares — an estimated $9.84K sold.

GPS Wealth Strategies Group first reported a position in OZK in Q1 2023 and held it in 8 quarters. The position peaked at $11K in Q4 2023. 482 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • GPS Wealth Strategies Group reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 221 Bank OZK shares in Q1 2025, an estimated $9.84K.
  • GPS Wealth Strategies Group first reported a position in Bank OZK in Q1 2023 and held it in 8 quarters.
  • GPS Wealth Strategies Group's Bank OZK position peaked at $11K in Q4 2023.
  • 482 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2025, filed 15 Apr 2025.