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Wipfli Financial Advisors’s Bank OZK OZK Stock Holding History

Wipfli Financial 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
2022
Q3 		$72K Buy
+1,824
New +$73.4K 0.01% 896

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Wipfli Financial Advisors's OZK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Bank OZK (OZK) in Q3 2022: 1,824 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #896 among its holdings.

351 funds tracked by Wall St. Rank hold OZK as of Q3 2022.

  • Wipfli Financial Advisors held 1,824 shares of Bank OZK worth $72K as of Q3 2022.
  • Bank OZK was a new Wipfli Financial Advisors position in Q3 2022.
  • Bank OZK made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #896 holding.
  • 351 funds tracked by Wall St. Rank held Bank OZK as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.