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HB Wealth Management’s Bank OZK OZK Stock Holding History

HB Wealth Management’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
Q2 		$554K Buy
10,635
+5,285
+99% +$257K ﹤0.01% 1046
2026
Q1 		$246K Buy
+5,350
New +$252K ﹤0.01% 1331
2024
Q2 		– Sell
-6,607
Closed -$300K – 951
2024
Q1 		$300K Buy
6,607
+249
+4% +$11.1K ﹤0.01% 657
2023
Q4 		$317K Buy
6,358
+163
+3% +$6.72K ﹤0.01% 595
2023
Q3 		$230K Hold
6,195
– – ﹤0.01% 661
2023
Q2 		$249K Buy
6,195
+274
+5% +$9.83K ﹤0.01% 599
2023
Q1 		$202K Sell
5,921
-225
-4% -$9.44K ﹤0.01% 674
2022
Q4 		$246K Buy
6,146
+546
+10% +$23.4K ﹤0.01% 581
2022
Q3 		$222K Sell
5,600
-5
-0.1% -$201 ﹤0.01% 520
2022
Q2 		$210K Buy
5,605
+13
+0.2% +$513 ﹤0.01% 536
2022
Q1 		$239K Sell
5,592
-41
-0.7% -$1.91K ﹤0.01% 515
2021
Q4 		$262K Buy
+5,633
New +$257K 0.01% 423

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HB Wealth Management's OZK Position: Q2 2026 in Review

HB Wealth Management increased its Bank OZK (OZK) stake by 99% in Q2 2026, buying an estimated $257K and bringing the position to 10,635 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

HB Wealth Management first reported a position in OZK in Q4 2021 and has held it in 12 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • HB Wealth Management held 10,635 shares of Bank OZK worth $554K as of Q2 2026.
  • HB Wealth Management bought 5,285 Bank OZK shares in Q2 2026, an estimated $257K.
  • Bank OZK made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1046 holding.
  • HB Wealth Management first reported a position in Bank OZK in Q4 2021 and has held it in 12 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.