Wealth Enhancement Advisory Services
OZK icon

Wealth Enhancement Advisory Services’s Bank OZK OZK Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.6M Buy
79,703
+51,364
+181% +$2.5M 0.01% 1209
2026
Q1 		$1.31M Sell
28,339
-40,934
-59% -$1.93M ﹤0.01% 1639
2025
Q4 		$3.29M Sell
69,273
-3,371
-5% -$158K ﹤0.01% 1233
2025
Q3 		$3.78M Buy
72,644
+7,351
+11% +$376K 0.01% 1100
2025
Q2 		$3.33M Sell
65,293
-7,572
-10% -$331K 0.01% 1094
2025
Q1 		$3.17M Buy
72,865
+10,229
+16% +$484K 0.01% 1023
2024
Q4 		$2.79M Buy
62,636
+6,725
+12% +$308K 0.01% 1028
2024
Q3 		$2.4M Buy
55,911
+6,846
+14% +$291K 0.01% 973
2024
Q2 		$2.01M Sell
49,065
-4,566
-9% -$199K ﹤0.01% 980
2024
Q1 		$2.44M Sell
53,631
-257
-0.5% -$11.5K 0.01% 878
2023
Q4 		$2.69M Sell
53,888
-223
-0.4% -$9.19K 0.01% 798
2023
Q3 		$2.01M Buy
+54,111
New +$2.19M 0.01% 866

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

Wealth Enhancement Advisory Services's OZK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Bank OZK (OZK) stake by 181% in Q2 2026, buying an estimated $2.5M and bringing the position to 79,703 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #1209.

Wealth Enhancement Advisory Services first reported a position in OZK in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.78M in Q3 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 79,703 shares of Bank OZK worth $3.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 51,364 Bank OZK shares in Q2 2026, an estimated $2.5M.
  • Bank OZK made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1209 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bank OZK in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Bank OZK position peaked at $3.78M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.