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Principia Wealth Advisory’s Bank OZK OZK Stock Holding History

Principia Wealth Advisory’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 		$92 Buy
+2
New +$94 ﹤0.01% 978

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
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

Principia Wealth Advisory's OZK Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Bank OZK (OZK) in Q4 2025: 2 shares worth $92. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Principia Wealth Advisory held 2 shares of Bank OZK worth $92 as of Q4 2025.
  • Bank OZK was a new Principia Wealth Advisory position in Q4 2025.
  • Bank OZK made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #978 holding.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.