SWA
OZK icon

SOA Wealth Advisors’s Bank OZK OZK Stock Holding History

SOA 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
2026
Q1 		$22.9K Hold
500
– – ﹤0.01% 480
2025
Q4 		$23K Hold
500
– – ﹤0.01% 485
2025
Q3 		$25.5K Hold
500
– – ﹤0.01% 477
2025
Q2 		$23.5K Buy
+500
New +$21.9K ﹤0.01% 478

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

SOA Wealth Advisors's OZK Position: Q1 2026 in Review

SOA Wealth Advisors held its Bank OZK (OZK) position steady in Q1 2026 at 500 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

SOA Wealth Advisors first reported a position in OZK in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.5K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • SOA Wealth Advisors held 500 shares of Bank OZK worth $22.9K as of Q1 2026.
  • SOA Wealth Advisors left its Bank OZK share count unchanged in Q1 2026.
  • Bank OZK made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #480 holding.
  • SOA Wealth Advisors first reported a position in Bank OZK in Q2 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's Bank OZK position peaked at $25.5K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.