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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return