Stephens Consulting’s Bank OZK OZK Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-1	Closed	-$48	–	938
2025 Q2	$48	Buy	+1	New	+$44	﹤0.01%	1116

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's OZK Position: Q3 2025 in Review

Stephens Consulting sold out of Bank OZK (OZK) in Q3 2025, closing a stake of 1 share — an estimated $48 sold.

Stephens Consulting first reported a position in OZK in Q2 2025 and held it in 1 quarter. The position peaked at $48 in Q2 2025. 524 funds tracked by Wall St. Rank hold OZK as of Q3 2025.

Stephens Consulting reported no remaining Bank OZK position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Bank OZK share in Q3 2025, an estimated $48.
Stephens Consulting first reported a position in Bank OZK in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Bank OZK position peaked at $48 in Q2 2025.
524 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.