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OZK icon

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 $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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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