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Integrated Wealth Concepts’s Bank OZK OZK Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-74,867
Closed -$3.82M – 1927
2025
Q3 		$3.82M Sell
74,867
-3,360
-4% -$172K 0.03% 452
2025
Q2 		$3.68M Buy
78,227
+5,066
+7% +$222K 0.04% 418
2025
Q1 		$3.18M Sell
73,161
-982
-1% -$46.4K 0.04% 447
2024
Q4 		$3.3M Buy
+74,143
New +$3.39M 0.04% 400
2023
Q3 		– Sell
-15,792
Closed -$634K – 1605
2023
Q2 		$634K Sell
15,792
-10,251
-39% -$368K 0.01% 881
2023
Q1 		$891K Buy
+26,043
New +$1.09M 0.02% 656

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Integrated Wealth Concepts's OZK Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 74,867 shares — an estimated $3.82M sold.

Integrated Wealth Concepts first reported a position in OZK in Q1 2023 and held it in 6 quarters. The position peaked at $3.82M in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 74,867 Bank OZK shares in Q4 2025, an estimated $3.82M.
  • Integrated Wealth Concepts first reported a position in Bank OZK in Q1 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Bank OZK position peaked at $3.82M in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.