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Whipplewood Advisors’s Bank OZK OZK Stock Holding History

Whipplewood 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 		$1.41K Sell
27
-146
-84% -$7.11K ﹤0.01% 488
2026
Q1 		$7.94K Buy
+173
New +$8.15K ﹤0.01% 529
2025
Q3 		– Sell
-173
Closed -$8.14K – 918
2025
Q2 		$8.14K Sell
173
-1,820
-91% -$79.6K ﹤0.01% 600
2025
Q1 		$7.52K Buy
1,993
+1,820
+1,052% +$86.1K ﹤0.01% 616
2024
Q4 		$7.7K Buy
+173
New +$7.91K ﹤0.01% 603

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

Whipplewood Advisors's OZK Position: Q2 2026 in Review

Whipplewood Advisors reduced its Bank OZK (OZK) stake by 84% in Q2 2026, selling an estimated $7.11K and leaving 27 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Whipplewood Advisors first reported a position in OZK in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.14K in Q2 2025. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Whipplewood Advisors held 27 shares of Bank OZK worth $1.41K as of Q2 2026.
  • Whipplewood Advisors sold 146 Bank OZK shares in Q2 2026, an estimated $7.11K.
  • Bank OZK made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #488 holding.
  • Whipplewood Advisors first reported a position in Bank OZK in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Bank OZK position peaked at $8.14K in Q2 2025.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.