Hantz Financial Services
OZK icon

Hantz Financial Services’s Bank OZK OZK Stock Holding History

Hantz Financial Services’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
2026
Q3 		$140K Sell
3,049
-1,559
-34% -$77.8K ﹤0.01% 1284
2026
Q2 		$240K Buy
4,608
+1,991
+76% +$96.9K ﹤0.01% 1029
2026
Q1 		$120K Buy
2,617
+1,035
+65% +$48.8K ﹤0.01% 1224
2025
Q4 		$73K Buy
1,582
+424
+37% +$19.8K ﹤0.01% 1271
2025
Q3 		$59K Buy
1,158
+568
+96% +$29K ﹤0.01% 1168
2025
Q2 		$28K Buy
590
+217
+58% +$9.49K ﹤0.01% 1152
2025
Q1 		$16K Buy
373
+5
+1% +$237 ﹤0.01% 869
2024
Q4 		$16K Hold
368
– – ﹤0.01% 777
2024
Q3 		$16K Hold
368
– – ﹤0.01% 745
2024
Q2 		$15K Hold
368
– – ﹤0.01% 756
2024
Q1 		$17K Hold
368
– – ﹤0.01% 769
2023
Q4 		$18K Sell
368
-79
-18% -$3.26K ﹤0.01% 745
2023
Q3 		$17K Sell
447
-33
-7% -$1.34K ﹤0.01% 749
2023
Q2 		$19K Sell
480
-32
-6% -$1.15K ﹤0.01% 713
2023
Q1 		$18K Sell
512
-98
-16% -$4.11K ﹤0.01% 713
2022
Q4 		$24K Sell
610
-650
-52% -$27.9K ﹤0.01% 662
2022
Q3 		$50K Hold
1,260
– – ﹤0.01% 594
2022
Q2 		$47K Sell
1,260
-18,350
-94% -$724K ﹤0.01% 594
2022
Q1 		$837K Sell
19,610
-46,392
-70% -$2.16M 0.02% 393
2021
Q4 		$3.07M Buy
66,002
+4,534
+7% +$207K 0.09% 223
2021
Q3 		$2.64M Buy
61,468
+9,741
+19% +$406K 0.09% 224
2021
Q2 		$2.18M Buy
51,727
+952
+2% +$39.7K 0.08% 235
2021
Q1 		$2.07M Sell
50,775
-20,088
-28% -$791K 0.09% 231
2020
Q4 		$2.22M Sell
70,863
-3,090
-4% -$83.5K 0.1% 216
2020
Q3 		$1.58M Sell
73,953
-2,341
-3% -$54.5K 0.08% 221
2020
Q2 		$1.79M Buy
76,294
+21,921
+40% +$470K 0.1% 204
2020
Q1 		$908K Buy
+54,373
New +$1.4M 0.06% 251

Other funds holding OZK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hantz Financial Services's OZK Position: Q3 2026 in Review

Hantz Financial Services reduced its Bank OZK (OZK) stake by 34% in Q3 2026, selling an estimated $77.8K and leaving 3,049 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Hantz Financial Services first reported a position in OZK in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.07M in Q4 2021. 292 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Hantz Financial Services held 3,049 shares of Bank OZK worth $140K as of Q3 2026.
  • Hantz Financial Services sold 1,559 Bank OZK shares in Q3 2026, an estimated $77.8K.
  • Bank OZK made up ﹤0.01% of Hantz Financial Services's portfolio in Q3 2026, its #1284 holding.
  • Hantz Financial Services first reported a position in Bank OZK in Q1 2020 and has held it in 27 quarters since.
  • Hantz Financial Services's Bank OZK position peaked at $3.07M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.