Key Financial Inc’s Bank OZK OZK Stock Holding History

Key Financial Inc’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 Q1	$18.8K	Hold	410	–	–	﹤0.01%	740
2025 Q4	$18.9K	Hold	410	–	–	﹤0.01%	735
2025 Q3	$20.8K	Hold	410	–	–	﹤0.01%	700
2025 Q2	$19.3K	Hold	410	–	–	﹤0.01%	703
2025 Q1	$17.8K	Hold	410	–	–	﹤0.01%	696
2024 Q4	$18.3K	Hold	410	–	–	﹤0.01%	674
2024 Q3	$17.6K	Hold	410	–	–	﹤0.01%	674
2024 Q2	$16.8K	Hold	410	–	–	﹤0.01%	669
2024 Q1	$18.6K	Hold	410	–	–	﹤0.01%	625
2023 Q4	$20.4K	Hold	410	–	–	0.01%	583
2023 Q3	$15.2K	Hold	410	–	–	0.01%	622
2023 Q2	$16.5K	Buy	410 +116	+39%	+$4.16K	0.01%	615
2023 Q1	$10.1K	Hold	294	–	–	﹤0.01%	677
2022 Q4	$11.6K	Hold	294	–	–	0.01%	594
2022 Q3	$12K	Hold	294	–	–	0.01%	593
2022 Q2	$11K	Hold	294	–	–	0.01%	612
2022 Q1	$13K	Buy	+294	New	+$13.7K	0.01%	571

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Key Financial Inc's OZK Position: Q1 2026 in Review

Key Financial Inc held its Bank OZK (OZK) position steady in Q1 2026 at 410 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Key Financial Inc first reported a position in OZK in Q1 2022 and has held it in 17 quarters since. The position peaked at $20.8K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Key Financial Inc held 410 shares of Bank OZK worth $18.8K as of Q1 2026.
Key Financial Inc left its Bank OZK share count unchanged in Q1 2026.
Bank OZK made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #740 holding.
Key Financial Inc first reported a position in Bank OZK in Q1 2022 and has held it in 17 quarters since.
Key Financial Inc's Bank OZK position peaked at $20.8K in Q3 2025.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.