RAFFA WEALTH MANAGEMENT, LLC’s Bank OZK OZK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.14K	Buy	41 +2	+5%	+$97	﹤0.01%	823
2026 Q1	$1.79K	Buy	39 +1	+3%	+$47	﹤0.01%	791
2025 Q4	$1.75K	Hold	38	–	–	﹤0.01%	770
2025 Q3	$1.94K	Hold	38	–	–	﹤0.01%	715
2025 Q2	$1.79K	Hold	38	–	–	﹤0.01%	720
2025 Q1	$1.65K	Hold	38	–	–	﹤0.01%	685
2024 Q4	$1.69K	Hold	38	–	–	﹤0.01%	716
2024 Q3	$1.63K	Hold	38	–	–	﹤0.01%	690
2024 Q2	$1.56K	Hold	38	–	–	﹤0.01%	779
2024 Q1	$1.73K	Hold	38	–	–	﹤0.01%	744
2023 Q4	$1.89K	Hold	38	–	–	﹤0.01%	642
2023 Q3	$1.41K	Hold	38	–	–	﹤0.01%	689
2023 Q2	$1.53K	Hold	38	–	–	﹤0.01%	683
2023 Q1	$1.3K	Hold	38	–	–	﹤0.01%	723
2022 Q4	$1.52K	Hold	38	–	–	﹤0.01%	669
2022 Q3	$1.5K	Hold	38	–	–	﹤0.01%	683
2022 Q2	$1.43K	Hold	38	–	–	﹤0.01%	701
2022 Q1	$1.62K	Hold	38	–	–	﹤0.01%	703
2021 Q4	$1.77K	Hold	38	–	–	﹤0.01%	691
2021 Q3	$1.63K	Hold	38	–	–	﹤0.01%	677
2021 Q2	$1.6K	Hold	38	–	–	﹤0.01%	688
2021 Q1	$1.55K	Hold	38	–	–	﹤0.01%	709
2020 Q4	$1.19K	Hold	38	–	–	﹤0.01%	697
2020 Q3	$810	Hold	38	–	–	﹤0.01%	728
2020 Q2	$892	Hold	38	–	–	﹤0.01%	696
2020 Q1	$635	Hold	38	–	–	﹤0.01%	702
2019 Q4	$1.16K	Hold	38	–	–	﹤0.01%	568
2019 Q3	$1.04K	Buy	+38	New	+$1.06K	﹤0.01%	586
2019 Q2	–	Sell	-38	Closed	-$1.1K	–	1199
2019 Q1	$1.1K	Hold	38	–	–	﹤0.01%	527
2018 Q4	$868	Buy	+38	New	+$1.05K	﹤0.01%	598
2017 Q3	–	Sell	-60	Closed	-$2.81K	–	352
2017 Q2	$2.81K	Hold	60	–	–	﹤0.01%	259
2017 Q1	$3.12K	Hold	60	–	–	﹤0.01%	231
2016 Q4	$3.15K	Buy	60 +19	+46%	+$846	﹤0.01%	245
2016 Q3	$1.57K	Buy	41 +19	+86%	+$720	﹤0.01%	314
2016 Q2	$825	Buy	+22	New	+$867	﹤0.01%	458

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

RAFFA WEALTH MANAGEMENT, LLC's OZK Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Bank OZK (OZK) stake by 5.1% in Q2 2026, buying an estimated $97 and bringing the position to 41 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in OZK in Q2 2016 and has held it in 35 quarters since. The position peaked at $3.15K in Q4 2016. 115 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 41 shares of Bank OZK worth $2.14K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2 Bank OZK shares in Q2 2026, an estimated $97.
Bank OZK made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #823 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bank OZK in Q2 2016 and has held it in 35 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Bank OZK position peaked at $3.15K in Q4 2016.
115 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.