TWD
OZK icon

True Wealth Design’s Bank OZK OZK Stock Holding History

True Wealth Design’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
Q1 		$7.39K Sell
161
-29
-15% -$1.37K ﹤0.01% 1078
2025
Q4 		$8.74K Sell
190
-378
-67% -$17.7K ﹤0.01% 912
2025
Q3 		$29K Buy
568
+338
+147% +$17.3K 0.01% 477
2025
Q2 		$10.8K Sell
230
-407
-64% -$17.8K ﹤0.01% 550
2025
Q1 		$27.7K Buy
637
+28
+5% +$1.32K 0.01% 286
2024
Q4 		$27.1K Buy
609
+143
+31% +$6.54K 0.01% 278
2024
Q3 		$20K Buy
+466
New +$19.8K 0.01% 325
2023
Q2 		– Sell
-44
Closed -$1.5K – 852
2023
Q1 		$1.5K Buy
+44
New +$1.85K ﹤0.01% 361

Other funds holding OZK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return