Moisand Fitzgerald Tamayo’s Bank OZK OZK Stock Holding History

Moisand Fitzgerald Tamayo’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	-38	Closed	-$1.94K	–	563
2025 Q3	$1.94K	Hold	38	–	–	﹤0.01%	515
2025 Q2	$1.79K	Hold	38	–	–	﹤0.01%	509
2025 Q1	$1.65K	Hold	38	–	–	﹤0.01%	516
2024 Q4	$1.69K	Hold	38	–	–	﹤0.01%	524
2024 Q3	$1.63K	Hold	38	–	–	﹤0.01%	541
2024 Q2	$1.56K	Hold	38	–	–	﹤0.01%	518
2024 Q1	$1.73K	Hold	38	–	–	﹤0.01%	501
2023 Q4	$1.89K	Hold	38	–	–	﹤0.01%	549
2023 Q3	$1.41K	Hold	38	–	–	﹤0.01%	608
2023 Q2	$1.53K	Hold	38	–	–	﹤0.01%	596
2023 Q1	$1.3K	Hold	38	–	–	﹤0.01%	631
2022 Q4	$1.52K	Buy	+38	New	+$1.63K	﹤0.01%	603

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

Moisand Fitzgerald Tamayo's OZK Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 38 shares — an estimated $1.94K sold.

Moisand Fitzgerald Tamayo first reported a position in OZK in Q4 2022 and held it in 12 quarters. The position peaked at $1.94K in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 38 Bank OZK shares in Q4 2025, an estimated $1.94K.
Moisand Fitzgerald Tamayo first reported a position in Bank OZK in Q4 2022 and held it in 12 quarters.
Moisand Fitzgerald Tamayo's Bank OZK position peaked at $1.94K in Q3 2025.
507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.