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Root Financial Partners’s Bank OZK OZK Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-742
Closed -$34K – 2339
2026
Q1 		$34K Buy
742
+191
+35% +$9K ﹤0.01% 1046
2025
Q4 		$25.4K Buy
551
+14
+3% +$655 ﹤0.01% 1056
2025
Q3 		$27.4K Buy
+537
New +$27.4K ﹤0.01% 946

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's OZK Position: Q2 2026 in Review

Root Financial Partners sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 742 shares — an estimated $34K sold.

Root Financial Partners first reported a position in OZK in Q3 2025 and held it in 3 quarters. The position peaked at $34K in Q1 2026. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Root Financial Partners reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 742 Bank OZK shares in Q2 2026, an estimated $34K.
  • Root Financial Partners first reported a position in Bank OZK in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bank OZK position peaked at $34K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.