Kestra Investment Management
OZK icon

Kestra Investment Management’s Bank OZK OZK Stock Holding History

Kestra Investment Management’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
Q2 		– Sell
-48
Closed -$2.09K – 912
2025
Q1 		$2.09K Sell
48
-550
-92% -$26K ﹤0.01% 766
2024
Q4 		$26.6K Buy
+598
New +$27.3K ﹤0.01% 659

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State Street
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Dimensional Fund Advisors
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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kestra Investment Management's OZK Position: Q2 2025 in Review

Kestra Investment Management sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 48 shares — an estimated $2.09K sold.

Kestra Investment Management first reported a position in OZK in Q4 2024 and held it in 2 quarters. The position peaked at $26.6K in Q4 2024. 473 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • Kestra Investment Management reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 48 Bank OZK shares in Q2 2025, an estimated $2.09K.
  • Kestra Investment Management first reported a position in Bank OZK in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Bank OZK position peaked at $26.6K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.