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SageView Advisory Group’s Bank OZK OZK Stock Holding History

SageView Advisory Group’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 		$5.52K Buy
+120
New +$5.61K ﹤0.01% 1943

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

SageView Advisory Group's OZK Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Bank OZK (OZK) in Q4 2025: 120 shares worth $5.52K. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings.

507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • SageView Advisory Group held 120 shares of Bank OZK worth $5.52K as of Q4 2025.
  • Bank OZK was a new SageView Advisory Group position in Q4 2025.
  • Bank OZK made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1943 holding.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.