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Steward Financial Group’s Bank OZK OZK Stock Holding History

Steward Financial 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
2023
Q3 		$3K Buy
+93
New +$3.77K ﹤0.01% 869
2023
Q2 		– Sell
-79
Closed -$2K – 835
2023
Q1 		$2K Buy
79
+34
+76% +$1.43K ﹤0.01% 515
2022
Q4 		$1K Buy
+45
New +$1.93K ﹤0.01% 452
2022
Q3 		– Sell
-23
Closed – – 953
2022
Q2 		$0 Buy
+23
New +$908 ﹤0.01% 1262

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Financial Group's OZK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Bank OZK (OZK) in Q3 2023: 93 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OZK as recently as Q1 2023.

Steward Financial Group first reported a position in OZK in Q2 2022 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold OZK as of Q3 2023.

  • Steward Financial Group held 93 shares of Bank OZK worth $3K as of Q3 2023.
  • Bank OZK was a new Steward Financial Group position in Q3 2023.
  • Bank OZK made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #869 holding.
  • Steward Financial Group first reported a position in Bank OZK in Q2 2022 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Bank OZK as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.