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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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