RWA
OZK icon

Redmont Wealth Advisors’s Bank OZK OZK Stock Holding History

Redmont Wealth 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
Q4 		$80.4K Sell
1,748
-12,072
-87% -$565K 0.12% 73
2025
Q3 		$705K Sell
13,820
-192
-1% -$9.81K 0.98% 28
2025
Q2 		$659K Buy
14,012
+4,467
+47% +$195K 0.97% 27
2025
Q1 		$415K Sell
9,545
-2,952
-24% -$140K 0.81% 30
2024
Q4 		$556K Sell
12,497
-143
-1% -$6.54K 0.96% 28
2024
Q3 		$543K Sell
12,640
-1,010
-7% -$43K 0.84% 31
2024
Q2 		$560K Sell
13,650
-4,109
-23% -$179K 0.88% 31
2024
Q1 		$807K Buy
17,759
+1,217
+7% +$54.5K 1.12% 25
2023
Q4 		$824K Buy
16,542
+4,462
+37% +$184K 1.2% 22
2023
Q3 		$448K Buy
12,080
+278
+2% +$11.3K 0.79% 45
2023
Q2 		$474K Buy
11,802
+4,196
+55% +$150K 0.81% 40
2023
Q1 		$260K Buy
+7,606
New +$319K 0.53% 54

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Redmont Wealth Advisors's OZK Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Bank OZK (OZK) stake by 87% in Q4 2025, selling an estimated $565K and leaving 1,748 shares worth $80.4K. The position accounts for 0.12% of the portfolio, ranked #73.

Redmont Wealth Advisors first reported a position in OZK in Q1 2023 and has held it in 12 quarters since. The position peaked at $824K in Q4 2023. 509 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Redmont Wealth Advisors held 1,748 shares of Bank OZK worth $80.4K as of Q4 2025.
  • Redmont Wealth Advisors sold 12,072 Bank OZK shares in Q4 2025, an estimated $565K.
  • Bank OZK made up 0.12% of Redmont Wealth Advisors's portfolio in Q4 2025, its #73 holding.
  • Redmont Wealth Advisors first reported a position in Bank OZK in Q1 2023 and has held it in 12 quarters since.
  • Redmont Wealth Advisors's Bank OZK position peaked at $824K in Q4 2023.
  • 509 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.