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 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

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

BAM

Belleair Asset Management Belleair Bluffs, Florida $119M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory's OZK Position: Q2 2026 in Review

Toth Financial Advisory increased its Bank OZK (OZK) stake by 0.89% in Q2 2026, buying an estimated $243 and bringing the position to 565 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Toth Financial Advisory first reported a position in OZK in Q2 2019 and has held it in 29 quarters since. 50 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Toth Financial Advisory held 565 shares of Bank OZK worth $29.5K as of Q2 2026.
Toth Financial Advisory bought 5 Bank OZK shares in Q2 2026, an estimated $243.
Bank OZK made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #451 holding.
Toth Financial Advisory first reported a position in Bank OZK in Q2 2019 and has held it in 29 quarters since.
50 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.