JFA
OZK icon

JNBA Financial Advisors’s Bank OZK OZK Stock Holding History

JNBA Financial 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 		– Sell
-112
Closed -$5.14K – 876
2026
Q1 		$5.14K Buy
+112
New +$5.28K ﹤0.01% 595
2023
Q2 		– Sell
-32
Closed -$1.09K – 738
2023
Q1 		$1.09K Buy
+32
New +$1.34K ﹤0.01% 653
2016
Q4 		– Sell
-4,061
Closed -$156K – 1071
2016
Q3 		$156K Buy
+4,061
New +$154K 0.02% 270

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

JNBA Financial Advisors's OZK Position: Q2 2026 in Review

JNBA Financial Advisors sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 112 shares — an estimated $5.14K sold.

JNBA Financial Advisors first reported a position in OZK in Q3 2016 and held it in 3 quarters. The position peaked at $156K in Q3 2016. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • JNBA Financial Advisors reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 112 Bank OZK shares in Q2 2026, an estimated $5.14K.
  • JNBA Financial Advisors first reported a position in Bank OZK in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's Bank OZK position peaked at $156K in Q3 2016.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.