Harbor Investment Advisory’s Bank OZK OZK Stock Holding History

Harbor Investment Advisory’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	$2.21K	Hold	48	–	–	﹤0.01%	1284
2026 Q2	$2.5K	Hold	48	–	–	﹤0.01%	1185
2026 Q1	$2.2K	Hold	48	–	–	﹤0.01%	1104
2025 Q4	$2.21K	Hold	48	–	–	﹤0.01%	1132
2025 Q3	$2.45K	Hold	48	–	–	﹤0.01%	1085
2025 Q2	$2.26K	Hold	48	–	–	﹤0.01%	1079
2025 Q1	$2.09K	Hold	48	–	–	﹤0.01%	1070
2024 Q4	$2.14K	Hold	48	–	–	﹤0.01%	1057
2024 Q3	$2.06K	Sell	48 -2	-4%	-$85	﹤0.01%	1064
2024 Q2	$2.05K	Sell	50 -32	-39%	-$1.39K	﹤0.01%	1073
2024 Q1	$3.73K	Buy	82 +34	+71%	+$1.52K	﹤0.01%	1015
2023 Q4	$2.39K	Hold	48	–	–	﹤0.01%	1028
2023 Q3	$1.78K	Hold	48	–	–	﹤0.01%	1060
2023 Q2	$1.93K	Hold	48	–	–	﹤0.01%	1218
2023 Q1	$1.64K	Hold	48	–	–	﹤0.01%	1237
2022 Q4	$1.92K	Hold	48	–	–	﹤0.01%	1207
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	1239
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	1247
2022 Q1	$2K	Hold	48	–	–	﹤0.01%	1258
2021 Q4	$2K	Hold	48	–	–	﹤0.01%	1233
2021 Q3	$2K	Hold	48	–	–	﹤0.01%	1244
2021 Q2	$2K	Hold	48	–	–	﹤0.01%	1189
2021 Q1	$2K	Hold	48	–	–	﹤0.01%	1180
2020 Q4	$2K	Hold	48	–	–	﹤0.01%	1114
2020 Q3	$1K	Hold	48	–	–	﹤0.01%	1091
2020 Q2	$1K	Hold	48	–	–	﹤0.01%	1095
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	978
2019 Q4	$1K	Buy	+48	New	+$1.41K	﹤0.01%	819

Other funds holding OZK

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Harbor Investment Advisory's OZK Position: Q3 2026 in Review

Harbor Investment Advisory held its Bank OZK (OZK) position steady in Q3 2026 at 48 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Harbor Investment Advisory first reported a position in OZK in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.73K in Q1 2024. 32 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

Harbor Investment Advisory held 48 shares of Bank OZK worth $2.21K as of Q3 2026.
Harbor Investment Advisory left its Bank OZK share count unchanged in Q3 2026.
Bank OZK made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1284 holding.
Harbor Investment Advisory first reported a position in Bank OZK in Q4 2019 and has held it in 28 quarters since.
Harbor Investment Advisory's Bank OZK position peaked at $3.73K in Q1 2024.
32 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.