MCF Advisors’s Bank OZK OZK Stock Holding History

MCF Advisors’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	$35.7K	Hold	778	–	–	﹤0.01%	679
2025 Q4	$35.8K	Hold	778	–	–	﹤0.01%	570
2025 Q3	$39.7K	Hold	778	–	–	﹤0.01%	462
2025 Q2	$36.6K	Hold	778	–	–	﹤0.01%	456
2025 Q1	$33.8K	Hold	778	–	–	﹤0.01%	460
2024 Q4	$34.6K	Hold	778	–	–	﹤0.01%	463
2024 Q3	$33.4K	Hold	778	–	–	﹤0.01%	455
2024 Q2	$31.9K	Sell	778 -342	-31%	-$14.9K	﹤0.01%	462
2024 Q1	$50.9K	Sell	1,120 -345	-24%	-$15.4K	﹤0.01%	370
2023 Q4	$73K	Buy	+1,465	New	+$60.4K	0.01%	330
2019 Q1	–	Sell	-160	Closed	-$4K	–	480
2018 Q4	$4K	Hold	160	–	–	﹤0.01%	403
2018 Q3	$6K	Hold	160	–	–	﹤0.01%	385
2018 Q2	$7K	Hold	160	–	–	﹤0.01%	361
2018 Q1	$8K	Hold	160	–	–	﹤0.01%	350
2017 Q4	$8K	Hold	160	–	–	﹤0.01%	348
2017 Q3	$8K	Buy	+160	New	+$7.13K	﹤0.01%	355

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