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Hemington Wealth Management’s Bank OZK OZK Stock Holding History

Hemington 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
2025
Q3 		$15K Buy
309
+22
+8% +$1.12K ﹤0.01% 752
2025
Q2 		$13K Buy
287
+32
+13% +$1.4K ﹤0.01% 766
2025
Q1 		$11K Buy
255
+28
+12% +$1.32K ﹤0.01% 789
2024
Q4 		$10K Buy
227
+33
+17% +$1.51K ﹤0.01% 771
2024
Q3 		$8K Buy
+194
New +$8.26K ﹤0.01% 783

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's OZK Position: Q3 2025 in Review

Hemington Wealth Management increased its Bank OZK (OZK) stake by 7.7% in Q3 2025, buying an estimated $1.12K and bringing the position to 309 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Hemington Wealth Management first reported a position in OZK in Q3 2024 and has held it in 5 quarters since. 524 funds tracked by Wall St. Rank hold OZK as of Q3 2025.

  • Hemington Wealth Management held 309 shares of Bank OZK worth $15K as of Q3 2025.
  • Hemington Wealth Management bought 22 Bank OZK shares in Q3 2025, an estimated $1.12K.
  • Bank OZK made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #752 holding.
  • Hemington Wealth Management first reported a position in Bank OZK in Q3 2024 and has held it in 5 quarters since.
  • 524 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.