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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
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

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

Impact Partnership Wealth's OZK Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 4,936 shares — an estimated $214K sold.

Impact Partnership Wealth first reported a position in OZK in Q4 2023 and held it in 5 quarters. The position peaked at $291K in Q4 2024. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 4,936 Bank OZK shares in Q2 2025, an estimated $214K.
  • Impact Partnership Wealth first reported a position in Bank OZK in Q4 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Bank OZK position peaked at $291K in Q4 2024.
  • 472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.