Level Four Advisory Services’s Bank OZK OZK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$768K Buy
16,741
+358
+2% +$16.9K 0.03% 476
2025
Q4
$754K Sell
16,383
-433
-3% -$20.3K 0.02% 470
2025
Q3
$857K Buy
16,816
+231
+1% +$11.8K 0.03% 435
2025
Q2
$781K Sell
16,585
-219
-1% -$9.58K 0.03% 432
2025
Q1
$730K Sell
16,804
-80
-0.5% -$3.78K 0.03% 421
2024
Q4
$752K Buy
16,884
+896
+6% +$41K 0.03% 413
2024
Q3
$700K Buy
15,988
+1,577
+11% +$67.1K 0.03% 432
2024
Q2
$591K Buy
+14,411
New +$627K 0.03% 449
2019
Q3
Sell
-7,400
Closed -$223K 530
2019
Q2
$223K Sell
7,400
-500
-6% -$15.5K 0.02% 476
2019
Q1
$229K Buy
+7,900
New +$239K 0.03% 461
2018
Q4
Sell
-8,100
Closed -$307K 561
2018
Q3
$307K Buy
8,100
+2,200
+37% +$90.3K 0.03% 452
2018
Q2
$266K Buy
+5,900
New +$281K 0.02% 510

Other funds holding OZK

Level Four Advisory Services's OZK Position: Q1 2026 in Review

Level Four Advisory Services increased its Bank OZK (OZK) stake by 2.2% in Q1 2026, buying an estimated $16.9K and bringing the position to 16,741 shares worth $768K. The position accounts for 0.03% of the portfolio, ranked #476.

Level Four Advisory Services first reported a position in OZK in Q2 2018 and has held it in 12 quarters since. The position peaked at $857K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Level Four Advisory Services held 16,741 shares of Bank OZK worth $768K as of Q1 2026.
  • Level Four Advisory Services bought 358 Bank OZK shares in Q1 2026, an estimated $16.9K.
  • Bank OZK made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #476 holding.
  • Level Four Advisory Services first reported a position in Bank OZK in Q2 2018 and has held it in 12 quarters since.
  • Level Four Advisory Services's Bank OZK position peaked at $857K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.