WA
OZK icon

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
Q2 		$955 Hold
18
– – ﹤0.01% 702
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 $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

Westfuller Advisors's OZK Position: Q2 2026 in Review

Westfuller Advisors held its Bank OZK (OZK) position steady in Q2 2026 at 18 shares worth $955. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Westfuller Advisors first reported a position in OZK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.54K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Westfuller Advisors held 18 shares of Bank OZK worth $955 as of Q2 2026.
  • Westfuller Advisors left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #702 holding.
  • Westfuller Advisors first reported a position in Bank OZK in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Bank OZK position peaked at $1.54K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.