WA
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Westfuller Advisors’s Bank OZK OZK Stock Holding History

Westfuller Advisors’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
Q1 		$833 Sell
18
-13
-42% -$612 ﹤0.01% 690
2025
Q4 		$1.4K Buy
31
+1
+3% +$47 ﹤0.01% 692
2025
Q3 		$1.54K Buy
+30
New +$1.53K ﹤0.01% 670

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Westfuller Advisors's OZK Position: Q1 2026 in Review

Westfuller Advisors reduced its Bank OZK (OZK) stake by 42% in Q1 2026, selling an estimated $612 and leaving 18 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Westfuller Advisors first reported a position in OZK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.54K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Westfuller Advisors held 18 shares of Bank OZK worth $833 as of Q1 2026.
  • Westfuller Advisors sold 13 Bank OZK shares in Q1 2026, an estimated $612.
  • Bank OZK made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #690 holding.
  • Westfuller Advisors first reported a position in Bank OZK in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Bank OZK position peaked at $1.54K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.