Toth Financial Advisory’s Bank OZK OZK Stock Holding History

Toth Financial Advisory’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 Q3	$26.2K	Buy	571 +6	+1%	+$299	﹤0.01%	471
2026 Q2	$29.5K	Buy	565 +5	+0.9%	+$243	﹤0.01%	451
2026 Q1	$25.7K	Buy	560 +5	+0.9%	+$236	﹤0.01%	453
2025 Q4	$25.5K	Buy	555 +6	+1%	+$281	﹤0.01%	447
2025 Q3	$28K	Buy	549 +8	+1%	+$409	﹤0.01%	432
2025 Q2	$25.5K	Buy	541 +6	+1%	+$262	﹤0.01%	404
2025 Q1	$23.3K	Buy	535 +4	+0.8%	+$189	﹤0.01%	386
2024 Q4	$23.6K	Buy	531 +5	+1%	+$229	﹤0.01%	378
2024 Q3	$22.6K	Buy	526 +54	+11%	+$2.3K	﹤0.01%	369
2024 Q2	$19.4K	Buy	472 +48	+11%	+$2.09K	﹤0.01%	397
2024 Q1	$19.3K	Buy	424 +4	+1%	+$179	﹤0.01%	391
2023 Q4	$20.9K	Buy	420 +55	+15%	+$2.27K	﹤0.01%	385
2023 Q3	$13.5K	Hold	365	–	–	﹤0.01%	416
2023 Q2	$14.7K	Buy	365 +15	+4%	+$538	﹤0.01%	427
2023 Q1	$12K	Buy	350 +10	+3%	+$420	﹤0.01%	439
2022 Q4	$13.6K	Hold	340	–	–	﹤0.01%	414
2022 Q3	$13K	Hold	340	–	–	﹤0.01%	424
2022 Q2	$13K	Hold	340	–	–	﹤0.01%	402
2022 Q1	$15K	Hold	340	–	–	﹤0.01%	413
2021 Q4	$16K	Hold	340	–	–	﹤0.01%	423
2021 Q3	$15K	Hold	340	–	–	﹤0.01%	431
2021 Q2	$14K	Hold	340	–	–	﹤0.01%	421
2021 Q1	$14K	Hold	340	–	–	﹤0.01%	434
2020 Q4	$11K	Buy	340 +40	+13%	+$1.08K	﹤0.01%	399
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	417
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	387
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	330
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	317
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	328
2019 Q2	$9K	Buy	+300	New	+$9.3K	﹤0.01%	327

Other funds holding OZK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Toth Financial Advisory's OZK Position: Q3 2026 in Review

Toth Financial Advisory increased its Bank OZK (OZK) stake by 1.1% in Q3 2026, buying an estimated $299 and bringing the position to 571 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Toth Financial Advisory first reported a position in OZK in Q2 2019 and has held it in 30 quarters since. The position peaked at $29.5K in Q2 2026. 408 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

Toth Financial Advisory held 571 shares of Bank OZK worth $26.2K as of Q3 2026.
Toth Financial Advisory bought 6 Bank OZK shares in Q3 2026, an estimated $299.
Bank OZK made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #471 holding.
Toth Financial Advisory first reported a position in Bank OZK in Q2 2019 and has held it in 30 quarters since.
Toth Financial Advisory's Bank OZK position peaked at $29.5K in Q2 2026.
408 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.