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Keating Financial Advisory Services’s Bank OZK OZK Stock Holding History

Keating Financial Advisory Services’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 		$16.1K Buy
310
+7
+2% +$341 ﹤0.01% 1065
2026
Q1 		$13.9K Buy
303
+25
+9% +$1.18K ﹤0.01% 1026
2025
Q4 		$12.8K Buy
+278
New +$13K ﹤0.01% 1017

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State Street
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Vanguard Portfolio Management
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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

Keating Financial Advisory Services's OZK Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Bank OZK (OZK) stake by 2.3% in Q2 2026, buying an estimated $341 and bringing the position to 310 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Keating Financial Advisory Services first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Keating Financial Advisory Services held 310 shares of Bank OZK worth $16.1K as of Q2 2026.
  • Keating Financial Advisory Services bought 7 Bank OZK shares in Q2 2026, an estimated $341.
  • Bank OZK made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1065 holding.
  • Keating Financial Advisory Services first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.