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PSI Advisors’s Bank OZK OZK Stock Holding History

PSI 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
Q2 		– Sell
-3
Closed -$130 – 501
2025
Q1 		$130 Hold
3
– – ﹤0.01% 722
2024
Q4 		$134 Sell
3
-628
-100% -$28.7K ﹤0.01% 855
2024
Q3 		$27.1K Hold
631
– – 0.01% 366
2024
Q2 		$25.9K Buy
631
+628
+20,933% +$27.3K 0.01% 356
2024
Q1 		$136 Hold
3
– – ﹤0.01% 772
2023
Q4 		$149 Hold
3
– – ﹤0.01% 834
2023
Q3 		$111 Hold
3
– – ﹤0.01% 830
2023
Q2 		$120 Hold
3
– – ﹤0.01% 816
2023
Q1 		$103 Hold
3
– – ﹤0.01% 770
2022
Q4 		$120 Hold
3
– – ﹤0.01% 750
2022
Q3 		$0 Buy
+3
New +$121 ﹤0.01% 815
2022
Q2 		– Sell
-3
Closed – – 829
2022
Q1 		$0 Hold
3
– – ﹤0.01% 778
2021
Q4 		$0 Buy
+3
New +$137 ﹤0.01% 803

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PSI Advisors's OZK Position: Q2 2025 in Review

PSI Advisors sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 3 shares — an estimated $130 sold.

PSI Advisors first reported a position in OZK in Q4 2021 and held it in 13 quarters. The position peaked at $27.1K in Q3 2024. 473 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • PSI Advisors reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 3 Bank OZK shares in Q2 2025, an estimated $130.
  • PSI Advisors first reported a position in Bank OZK in Q4 2021 and held it in 13 quarters.
  • PSI Advisors's Bank OZK position peaked at $27.1K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.