Woodard & Company Asset Management Group’s Bank OZK OZK Stock Holding History

Woodard & Company Asset Management Group’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
2025 Q4	–	Sell	-5,048	Closed	-$257K	–	177
2025 Q3	$257K	Sell	5,048 -30,282	-86%	-$1.55M	0.04%	95
2025 Q2	$1.66M	Buy	35,330 +1,010	+3%	+$44.2K	0.31%	48
2025 Q1	$1.49M	Buy	+34,320	New	+$1.62M	0.31%	47
2018 Q4	–	Sell	-500	Closed	-$19K	–	170
2018 Q3	$19K	Hold	500	–	–	0.02%	130
2018 Q2	$22.5K	Buy	500 +100	+25%	+$4.76K	0.02%	113
2018 Q1	$19K	Buy	+400	New	+$20.2K	0.02%	123

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Woodard & Company Asset Management Group's OZK Position: Q4 2025 in Review

Woodard & Company Asset Management Group sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 5,048 shares — an estimated $257K sold.

Woodard & Company Asset Management Group first reported a position in OZK in Q1 2018 and held it in 6 quarters. The position peaked at $1.66M in Q2 2025. 508 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

Woodard & Company Asset Management Group reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
Woodard & Company Asset Management Group sold 5,048 Bank OZK shares in Q4 2025, an estimated $257K.
Woodard & Company Asset Management Group first reported a position in Bank OZK in Q1 2018 and held it in 6 quarters.
Woodard & Company Asset Management Group's Bank OZK position peaked at $1.66M in Q2 2025.
508 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2025, filed 2 Feb 2026.