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Sequoia Financial Advisors’s Bank OZK OZK Stock Holding History

Sequoia Financial 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
2026
Q2 		$220K Buy
+4,233
New +$206K ﹤0.01% 1907
2026
Q1 		– Sell
-7,770
Closed -$358K – 2027
2025
Q4 		$358K Buy
+7,770
New +$363K ﹤0.01% 1467

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Sequoia Financial Advisors's OZK Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Bank OZK (OZK) in Q2 2026: 4,233 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1907 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in OZK as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in OZK in Q4 2025 and has held it in 2 quarters since. The position peaked at $358K in Q4 2025. 72 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Sequoia Financial Advisors held 4,233 shares of Bank OZK worth $220K as of Q2 2026.
  • Bank OZK was a new Sequoia Financial Advisors position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1907 holding.
  • Sequoia Financial Advisors first reported a position in Bank OZK in Q4 2025 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Bank OZK position peaked at $358K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.