IAAG
OZK icon

Innovative Asset Advisors Group’s Bank OZK OZK Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-1,326
Closed -$60.9K – 802
2026
Q1 		$60.9K Buy
+1,326
New +$62.5K 0.04% 280

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Innovative Asset Advisors Group's OZK Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 1,326 shares — an estimated $60.9K sold.

Innovative Asset Advisors Group first reported a position in OZK in Q1 2026 and held it in 1 quarter. The position peaked at $60.9K in Q1 2026. 493 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,326 Bank OZK shares in Q2 2026, an estimated $60.9K.
  • Innovative Asset Advisors Group first reported a position in Bank OZK in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Bank OZK position peaked at $60.9K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.