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

Wealth Enhancement Trust 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 		$6.04K Buy
+116
New +$5.65K ﹤0.01% 814

Other funds holding OZK

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Bank OZK (OZK) in Q2 2026: 116 shares worth $6.04K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings.

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

  • Wealth Enhancement Trust Services held 116 shares of Bank OZK worth $6.04K as of Q2 2026.
  • Bank OZK was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #814 holding.
  • 409 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

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