HFS
OZK icon

Hughes Financial Services’s Bank OZK OZK Stock Holding History

Hughes Financial Services’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
Q2 		– Sell
-13
Closed -$564 – 1179
2025
Q1 		$564 Buy
+13
New +$615 ﹤0.01% 820

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hughes Financial Services's OZK Position: Q2 2025 in Review

Hughes Financial Services sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 13 shares — an estimated $564 sold.

Hughes Financial Services first reported a position in OZK in Q1 2025 and held it in 1 quarter. The position peaked at $564 in Q1 2025. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • Hughes Financial Services reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • Hughes Financial Services sold 13 Bank OZK shares in Q2 2025, an estimated $564.
  • Hughes Financial Services first reported a position in Bank OZK in Q1 2025 and held it in 1 quarter.
  • Hughes Financial Services's Bank OZK position peaked at $564 in Q1 2025.
  • 472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Hughes Financial Services's 13F filing for Q2 2025, filed 7 Aug 2025.