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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
Q2 		$45.3K Buy
869
+708
+440% +$34.5K 0.01% 527
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

True Wealth Design's OZK Position: Q2 2026 in Review

True Wealth Design increased its Bank OZK (OZK) stake by 440% in Q2 2026, buying an estimated $34.5K and bringing the position to 869 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #527.

True Wealth Design first reported a position in OZK in Q1 2023 and has held it in 9 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • True Wealth Design held 869 shares of Bank OZK worth $45.3K as of Q2 2026.
  • True Wealth Design bought 708 Bank OZK shares in Q2 2026, an estimated $34.5K.
  • Bank OZK made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #527 holding.
  • True Wealth Design first reported a position in Bank OZK in Q1 2023 and has held it in 9 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.