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James T. Borello RIA’s Bank OZK OZK Stock Holding History

James T. Borello RIA’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
Q3 		$1.29K Hold
28
– – ﹤0.01% 975
2026
Q2 		$1.46K Hold
28
– – ﹤0.01% 986
2026
Q1 		$1.28K Hold
28
– – ﹤0.01% 976
2025
Q4 		$1.29K Buy
+28
New +$1.31K ﹤0.01% 848

Other funds holding OZK

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

James T. Borello RIA's OZK Position: Q3 2026 in Review

James T. Borello RIA held its Bank OZK (OZK) position steady in Q3 2026 at 28 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

James T. Borello RIA first reported a position in OZK in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.46K in Q2 2026. 52 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • James T. Borello RIA held 28 shares of Bank OZK worth $1.29K as of Q3 2026.
  • James T. Borello RIA left its Bank OZK share count unchanged in Q3 2026.
  • Bank OZK made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #975 holding.
  • James T. Borello RIA first reported a position in Bank OZK in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Bank OZK position peaked at $1.46K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.