HHM Wealth Advisors’s Bank OZK OZK Stock Holding History

HHM Wealth Advisors’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	$235K	Hold	4,520	–	–	0.02%	192
2026 Q1	$207K	Hold	4,520	–	–	0.02%	188
2025 Q4	$208K	Hold	4,520	–	–	0.02%	192
2025 Q3	$230K	Hold	4,520	–	–	0.03%	187
2025 Q2	$213K	Hold	4,520	–	–	0.03%	194
2025 Q1	$196K	Hold	4,520	–	–	0.03%	184
2024 Q4	$201K	Hold	4,520	–	–	0.03%	184
2024 Q3	$194K	Hold	4,520	–	–	0.03%	171
2024 Q2	$185K	Hold	4,520	–	–	0.03%	180
2024 Q1	$205K	Hold	4,520	–	–	0.03%	143
2023 Q4	$225K	Hold	4,520	–	–	0.04%	132
2023 Q3	$168K	Hold	4,520	–	–	0.03%	143
2023 Q2	$182K	Hold	4,520	–	–	0.03%	144
2023 Q1	$155K	Hold	4,520	–	–	0.03%	154
2022 Q4	$181K	Hold	4,520	–	–	0.04%	127
2022 Q3	$179K	Hold	4,520	–	–	0.05%	115
2022 Q2	$170K	Hold	4,520	–	–	0.04%	142
2022 Q1	$193K	Hold	4,520	–	–	0.05%	148
2021 Q4	$210K	Hold	4,520	–	–	0.05%	134
2021 Q3	$194K	Hold	4,520	–	–	0.05%	127
2021 Q2	$191K	Hold	4,520	–	–	0.05%	135
2021 Q1	$185K	Hold	4,520	–	–	0.06%	117
2020 Q4	$141K	Hold	4,520	–	–	0.05%	134
2020 Q3	$96K	Hold	4,520	–	–	0.04%	156
2020 Q2	$106K	Buy	4,520 +2,950	+188%	+$63.3K	0.04%	134
2020 Q1	$26K	Buy	+1,570	New	+$40.4K	0.01%	274

Other funds holding OZK

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BAM

Belleair Asset Management Belleair Bluffs, Florida $119M AUM

HHM Wealth Advisors's OZK Position: Q2 2026 in Review

HHM Wealth Advisors held its Bank OZK (OZK) position steady in Q2 2026 at 4,520 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #192.

HHM Wealth Advisors first reported a position in OZK in Q1 2020 and has held it in 26 quarters since. 66 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

HHM Wealth Advisors held 4,520 shares of Bank OZK worth $235K as of Q2 2026.
HHM Wealth Advisors left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #192 holding.
HHM Wealth Advisors first reported a position in Bank OZK in Q1 2020 and has held it in 26 quarters since.
66 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.