New Wave Wealth Advisors’s Bank OZK OZK Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-2,082	Closed	-$92.7K	–	514
2024 Q4	$92.7K	Buy	+2,082	New	+$95.2K	0.04%	185

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

New Wave Wealth Advisors's OZK Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 2,082 shares — an estimated $92.7K sold.

New Wave Wealth Advisors first reported a position in OZK in Q4 2024 and held it in 1 quarter. The position peaked at $92.7K in Q4 2024. 480 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

New Wave Wealth Advisors reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 2,082 Bank OZK shares in Q1 2025, an estimated $92.7K.
New Wave Wealth Advisors first reported a position in Bank OZK in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Bank OZK position peaked at $92.7K in Q4 2024.
480 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.