Back to OZKAP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OZKAP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OZKAP Position History
Bank OZK • Financial Services
Quarters held
5
Latest value
$3.2M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q4 2025 | $3.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 81.2K | — | — |
| Q2 2026 | $3.6M | 79.7K | — | — |
| Q1 2026 | $1.3M | 28.3K | — | — |
| Q4 2025 | $3.3M | 69.3K | — | — |
| Q3 2025 | $3.8M | 72.6K | — | — |
Other funds holding OZKAP
$379.2M
$319.6M
$316.5M
$316.5M
$281.7M
$281.1M
$244.6M
$168.4M