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OZK icon

JFS Wealth Advisors’s Bank OZK OZK Stock Holding History

JFS Wealth Advisors’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 		$4.32K Buy
83
+7
+9% +$341 ﹤0.01% 1337
2026
Q1 		$3.49K Buy
76
+6
+9% +$283 ﹤0.01% 1321
2025
Q4 		$3.22K Buy
70
+36
+106% +$1.68K ﹤0.01% 1405
2025
Q3 		$1.73K Hold
34
– – ﹤0.01% 1472
2025
Q2 		$1.6K Sell
34
-76
-69% -$3.33K ﹤0.01% 1452
2025
Q1 		$4.78K Buy
110
+3
+3% +$142 ﹤0.01% 1140
2024
Q4 		$4.76K Hold
107
– – ﹤0.01% 1143
2024
Q3 		$4.6K Buy
107
+3
+3% +$128 ﹤0.01% 1153
2024
Q2 		$4.26K Hold
104
– – ﹤0.01% 1125
2024
Q1 		$4.73K Hold
104
– – ﹤0.01% 1123
2023
Q4 		$5.18K Buy
104
+14
+16% +$577 ﹤0.01% 1045
2023
Q3 		$3.34K Buy
90
+17
+23% +$689 ﹤0.01% 1164
2023
Q2 		$2.93K Buy
73
+12
+20% +$430 ﹤0.01% 1239
2023
Q1 		$2.09K Sell
61
-47
-44% -$1.97K ﹤0.01% 1345
2022
Q4 		$4.33K Buy
108
+8
+8% +$343 ﹤0.01% 1054
2022
Q3 		$4K Buy
100
+82
+456% +$3.3K ﹤0.01% 1092
2022
Q2 		$1K Sell
18
-55
-75% -$2.17K ﹤0.01% 1606
2022
Q1 		$3K Buy
73
+35
+92% +$1.63K ﹤0.01% 1291
2021
Q4 		$2K Buy
+38
New +$1.73K ﹤0.01% 1128
2018
Q2 		– Sell
-83
Closed -$4K – 529
2018
Q1 		$4K Hold
83
– – ﹤0.01% 437
2017
Q4 		$4K Buy
+83
New +$3.85K ﹤0.01% 444

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

JFS Wealth Advisors's OZK Position: Q2 2026 in Review

JFS Wealth Advisors increased its Bank OZK (OZK) stake by 9.2% in Q2 2026, buying an estimated $341 and bringing the position to 83 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

JFS Wealth Advisors first reported a position in OZK in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.18K in Q4 2023. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • JFS Wealth Advisors held 83 shares of Bank OZK worth $4.32K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Bank OZK shares in Q2 2026, an estimated $341.
  • Bank OZK made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1337 holding.
  • JFS Wealth Advisors first reported a position in Bank OZK in Q4 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Bank OZK position peaked at $5.18K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.