PWA
OZK icon

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
2026
Q2 		$104 Buy
2
+1
+100% +$49 ﹤0.01% 1031
2026
Q1 		$46 Sell
1
-1
-50% -$47 ﹤0.01% 1043
2025
Q4 		$92 Buy
+2
New +$94 ﹤0.01% 978

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Principia Wealth Advisory's OZK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Bank OZK (OZK) stake by 100% in Q2 2026, buying an estimated $49 and bringing the position to 2 shares worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Principia Wealth Advisory first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Bank OZK worth $104 as of Q2 2026.
  • Principia Wealth Advisory bought 1 Bank OZK share in Q2 2026, an estimated $49.
  • Bank OZK made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1031 holding.
  • Principia Wealth Advisory first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.