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
2024
Q3 		– Sell
-500
Closed -$1.44K – 2890
2024
Q2 		$1.44K Sell
500
-1,500
-75% -$65.3K ﹤0.01% 2581
2024
Q1 		$8K Buy
+2,000
New +$89.5K ﹤0.01% 2414

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's OZK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Bank OZK (OZK) stake by 1.9% in Q3 2026, buying an estimated $75.4K and bringing the position to 81,213 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Wealth Enhancement Advisory Services first reported a position in OZK in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.78M in Q3 2025. 32 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 81,213 shares of Bank OZK worth $3.18M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,510 Bank OZK shares in Q3 2026, an estimated $75.4K.
  • Bank OZK made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1366 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bank OZK in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Bank OZK position peaked at $3.78M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.