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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return