Nations Financial Group’s Bank OZK OZK Stock Holding History

Nations 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
2024 Q2	–	Sell	-9,778	Closed	-$445K	–	650
2024 Q1	$445K	Buy	+9,778	New	+$438K	0.04%	439
2023 Q3	–	Sell	-6,742	Closed	-$271K	–	634
2023 Q2	$271K	Buy	6,742 +57	+0.9%	+$2.04K	0.03%	532
2023 Q1	$229K	Buy	6,685 +343	+5%	+$14.4K	0.02%	541
2022 Q4	$254K	Sell	6,342 -655	-9%	-$28.1K	0.03%	508
2022 Q3	$277K	Sell	6,997 -347	-5%	-$14K	0.04%	409
2022 Q2	$276K	Sell	7,344 -27,297	-79%	-$1.08M	0.04%	426
2022 Q1	$1.48M	Buy	34,641 +8,401	+32%	+$392K	0.18%	137
2021 Q4	$1.22M	Buy	26,240 +1,262	+5%	+$57.5K	0.16%	151
2021 Q3	$1.07M	Buy	24,978 +663	+3%	+$27.6K	0.16%	159
2021 Q2	$1.02M	Buy	24,315 +544	+2%	+$22.7K	0.17%	157
2021 Q1	$971K	Buy	+23,771	New	+$936K	0.22%	129

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

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return