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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
Q2 		$26K Hold
500
– – ﹤0.01% 485
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

SOA Wealth Advisors's OZK Position: Q2 2026 in Review

SOA Wealth Advisors held its Bank OZK (OZK) position steady in Q2 2026 at 500 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

SOA Wealth Advisors first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • SOA Wealth Advisors held 500 shares of Bank OZK worth $26K as of Q2 2026.
  • SOA Wealth Advisors left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #485 holding.
  • SOA Wealth Advisors first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.