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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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. 253 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.
  • 253 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.