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Impact Partnership Wealth’s Bank OZK OZK Stock Holding History

Impact Partnership Wealth’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 		$240K Buy
+4,617
New +$225K 0.02% 382
2025
Q2 		– Sell
-4,936
Closed -$214K – 339
2025
Q1 		$214K Sell
4,936
-1,599
-24% -$75.6K 0.05% 231
2024
Q4 		$291K Sell
6,535
-40
-0.6% -$1.83K 0.06% 205
2024
Q3 		$283K Buy
6,575
+1,567
+31% +$66.7K 0.06% 181
2024
Q2 		$205K Buy
+5,008
New +$218K 0.05% 204
2024
Q1 		– Sell
-4,650
Closed -$232K – 822
2023
Q4 		$232K Buy
+4,650
New +$192K 0.08% 157

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

Impact Partnership Wealth's OZK Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Bank OZK (OZK) in Q2 2026: 4,617 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #382 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in OZK as recently as Q1 2025.

Impact Partnership Wealth first reported a position in OZK in Q4 2023 and has held it in 6 quarters since. The position peaked at $291K in Q4 2024. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Impact Partnership Wealth held 4,617 shares of Bank OZK worth $240K as of Q2 2026.
  • Bank OZK was a new Impact Partnership Wealth position in Q2 2026.
  • Bank OZK made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #382 holding.
  • Impact Partnership Wealth first reported a position in Bank OZK in Q4 2023 and has held it in 6 quarters since.
  • Impact Partnership Wealth's Bank OZK position peaked at $291K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.