Koss-Olinger Consulting’s Bank OZK OZK Stock Holding History

Koss-Olinger Consulting’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 Q4	–	Sell	-11,800	Closed	-$555K	–	304
2025 Q3	$555K	Hold	11,800	–	–	0.05%	184
2025 Q2	$555K	Hold	11,800	–	–	0.05%	186
2025 Q1	$513K	Buy	+11,800	New	+$558K	0.04%	193
2024 Q4	–	Sell	-7,000	Closed	-$301K	–	261
2024 Q3	$301K	Hold	7,000	–	–	0.03%	224
2024 Q2	$287K	Buy	+7,000	New	+$305K	0.03%	219
2024 Q1	–	Sell	-7,000	Closed	-$349K	–	219
2023 Q4	$349K	Sell	7,000 -6,000	-46%	-$247K	0.03%	220
2023 Q3	$482K	Hold	13,000	–	–	0.07%	130
2023 Q2	$522K	Buy	13,000 +2,500	+24%	+$89.7K	0.06%	131
2023 Q1	$359K	Buy	10,500 +2,500	+31%	+$105K	0.04%	160
2022 Q4	$320K	Hold	8,000	–	–	0.05%	154
2022 Q3	$316K	Buy	+8,000	New	+$322K	0.05%	144

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Koss-Olinger Consulting's OZK Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 11,800 shares — an estimated $555K sold.

Koss-Olinger Consulting first reported a position in OZK in Q3 2022 and held it in 11 quarters. The position peaked at $555K in Q2 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

Koss-Olinger Consulting reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 11,800 Bank OZK shares in Q4 2025, an estimated $555K.
Koss-Olinger Consulting first reported a position in Bank OZK in Q3 2022 and held it in 11 quarters.
Koss-Olinger Consulting's Bank OZK position peaked at $555K in Q2 2025.
507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.