SW
OZK icon

SVB Wealth’s Bank OZK OZK Stock Holding History

SVB Wealth’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
Q2 		– Sell
-97
Closed -$4.21K – 1265
2025
Q1 		$4.21K Buy
+97
New +$4.59K ﹤0.01% 1068
2024
Q3 		– Sell
-16,536
Closed -$678K – 426
2024
Q2 		$678K Sell
16,536
-11,534
-41% -$502K 0.02% 380
2024
Q1 		$1.28M Sell
28,070
-74
-0.3% -$3.31K 0.03% 305
2023
Q4 		$1.4M Buy
28,144
+13,951
+98% +$575K 0.03% 289
2023
Q3 		$526K Sell
14,193
-458
-3% -$18.6K 0.01% 440
2023
Q2 		$588K Buy
14,651
+1,866
+15% +$66.9K 0.01% 443
2023
Q1 		$437K Buy
12,785
+121
+1% +$5.08K 0.01% 580
2022
Q4 		$507K Sell
12,664
-3
-0% -$129 0.01% 558
2022
Q3 		$501K Buy
+12,667
New +$510K 0.01% 530

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return