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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
Q2 		$176K Buy
3,378
+1,239
+58% +$60.3K ﹤0.01% 899
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 – 933
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 – 550
2019
Q1 		$13K Hold
445
– – 0.01% 213
2018
Q4 		$10K Buy
+445
New +$12.3K 0.01% 223

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Larson Financial Group's OZK Position: Q2 2026 in Review

Larson Financial Group increased its Bank OZK (OZK) stake by 58% in Q2 2026, buying an estimated $60.3K and bringing the position to 3,378 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Larson Financial Group first reported a position in OZK in Q4 2018 and has held it in 15 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Larson Financial Group held 3,378 shares of Bank OZK worth $176K as of Q2 2026.
  • Larson Financial Group bought 1,239 Bank OZK shares in Q2 2026, an estimated $60.3K.
  • Bank OZK made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #899 holding.
  • Larson Financial Group first reported a position in Bank OZK in Q4 2018 and has held it in 15 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.