Larson Financial Group’s Bank OZK OZK Stock Holding History

Larson Financial Group’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	$98.2K	Buy	2,139 +604	+39%	+$28.5K	﹤0.01%	1008
2025 Q4	$70.6K	Buy	1,535 +1,431	+1,376%	+$66.9K	﹤0.01%	1073
2025 Q3	$5.3K	Buy	104 +49	+89%	+$2.5K	﹤0.01%	2335
2025 Q2	$2.59K	Buy	55 +37	+206%	+$1.62K	﹤0.01%	2321
2025 Q1	$782	Buy	18 +15	+500%	+$710	﹤0.01%	2452
2024 Q4	$134	Hold	3	–	–	﹤0.01%	2548
2024 Q3	$129	Buy	+3	New	+$128	﹤0.01%	2486
2021 Q3	–	Sell	-100	Closed	-$4K	–	935
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	658
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	652
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	607
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	610
2020 Q2	$2K	Buy	+100	New	+$2.14K	﹤0.01%	569
2019 Q2	–	Sell	-445	Closed	-$13K	–	551
2019 Q1	$13K	Hold	445	–	–	0.01%	213
2018 Q4	$10K	Buy	+445	New	+$12.3K	0.01%	223

Other funds holding OZK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

American Century Companies

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

First Trust Advisors

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