Valued Wealth Advisors’s Bank OZK OZK Stock Holding History

Valued Wealth Advisors’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	$6.3K	Buy	+121	New	+$5.89K	﹤0.01%	398

Other funds holding OZK

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CAM

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Valued Wealth Advisors's OZK Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Bank OZK (OZK) in Q2 2026: 121 shares worth $6.3K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings.

101 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Valued Wealth Advisors held 121 shares of Bank OZK worth $6.3K as of Q2 2026.
Bank OZK was a new Valued Wealth Advisors position in Q2 2026.
Bank OZK made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #398 holding.
101 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.