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Parkworth Wealth Management’s Bank OZK OZK Stock Holding History

Parkworth Wealth Management’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
Q2 		$141 Sell
3
-1
-25% -$44 ﹤0.01% 1043
2025
Q1 		$174 Sell
4
-151
-97% -$7.14K ﹤0.01% 764
2024
Q4 		$6.9K Buy
+155
New +$7.09K 0.01% 155

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Parkworth Wealth Management's OZK Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Bank OZK (OZK) stake by 25% in Q2 2025, selling an estimated $44 and leaving 3 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Parkworth Wealth Management first reported a position in OZK in Q4 2024 and has held it in 3 quarters since. The position peaked at $6.9K in Q4 2024. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Bank OZK worth $141 as of Q2 2025.
  • Parkworth Wealth Management sold 1 Bank OZK share in Q2 2025, an estimated $44.
  • Bank OZK made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1043 holding.
  • Parkworth Wealth Management first reported a position in Bank OZK in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Bank OZK position peaked at $6.9K in Q4 2024.
  • 472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.