JWA
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return