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Bank Ozk shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Bank Ozk

Tip: Access up to 7 years of quarterly data

All positions including Bank Ozk held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Ozk by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1k 110 46.02

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View all positions for Carolina Wealth Advisors

Top funds holding Bank Ozk

Vanguard Group
BlackRock
Daniel D. Thurber
Dimensional Fund Advisors
State Street Corporation
Charles Schwab Investment Management
American Century Companies
First Trust Advisors
Wellington Management Company
Geode Capital Management
AQR Capital Management
D. E. Shaw & Co
Van Berkom & Associates
Jarislowsky, Fraser
Goodman & Company, Investment Counsel

View all funds holding Bank Ozk