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Rise Advisors’s Bank OZK OZK Stock Holding History

Rise 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 		– Sell
-24
Closed -$1.24K – 1045
2025
Q3 		$1.24K Hold
24
– – ﹤0.01% 1249
2025
Q2 		$1.14K Buy
24
+2
+9% +$87 ﹤0.01% 1267
2025
Q1 		$967 Sell
22
-385
-95% -$18.2K ﹤0.01% 1269
2024
Q4 		$18.1K Sell
407
-128
-24% -$5.85K 0.01% 725
2024
Q3 		$23K Buy
535
+5
+0.9% +$213 0.01% 599
2024
Q2 		$21.7K Buy
530
+69
+15% +$3K 0.01% 585
2024
Q1 		$21K Buy
+461
New +$20.6K 0.01% 618

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Rise Advisors's OZK Position: Q4 2025 in Review

Rise Advisors sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 24 shares — an estimated $1.24K sold.

Rise Advisors first reported a position in OZK in Q1 2024 and held it in 7 quarters. The position peaked at $23K in Q3 2024. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Rise Advisors reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 24 Bank OZK shares in Q4 2025, an estimated $1.24K.
  • Rise Advisors first reported a position in Bank OZK in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Bank OZK position peaked at $23K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.