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Highline Wealth Partners’s Bank OZK OZK Stock Holding History

Highline Wealth Partners’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 		$23.9K Hold
458
– – ﹤0.01% 360
2026
Q1 		$21K Sell
458
-66
-13% -$3.11K 0.01% 285
2025
Q4 		$24.1K Sell
524
-17
-3% -$795 0.01% 223
2025
Q3 		$27.6K Buy
+541
New +$27.6K 0.01% 222

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

Highline Wealth Partners's OZK Position: Q2 2026 in Review

Highline Wealth Partners held its Bank OZK (OZK) position steady in Q2 2026 at 458 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Highline Wealth Partners first reported a position in OZK in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.6K in Q3 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Highline Wealth Partners held 458 shares of Bank OZK worth $23.9K as of Q2 2026.
  • Highline Wealth Partners left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • Highline Wealth Partners first reported a position in Bank OZK in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Bank OZK position peaked at $27.6K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.