CJ
OZK icon

Caitlin John’s Bank OZK OZK Stock Holding History

Caitlin John’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
Q2 		$156 Hold
3
– – ﹤0.01% 980
2026
Q1 		$138 Sell
3
-14
-82% -$660 ﹤0.01% 909
2025
Q4 		$782 Sell
17
-6,774
-100% -$317K ﹤0.01% 820
2025
Q3 		$346K Buy
6,791
+27
+0.4% +$1.38K 0.24% 95
2025
Q2 		$318K Buy
6,764
+57
+0.8% +$2.49K 0.29% 89
2025
Q1 		$291K Sell
6,707
-1,804
-21% -$85.3K 0.29% 93
2024
Q4 		$379K Sell
8,511
-773
-8% -$35.4K 0.25% 88
2024
Q3 		$444K Buy
+9,284
New +$395K 0.28% 84

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caitlin John's OZK Position: Q2 2026 in Review

Caitlin John held its Bank OZK (OZK) position steady in Q2 2026 at 3 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Caitlin John first reported a position in OZK in Q3 2024 and has held it in 8 quarters since. The position peaked at $444K in Q3 2024. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Caitlin John held 3 shares of Bank OZK worth $156 as of Q2 2026.
  • Caitlin John left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #980 holding.
  • Caitlin John first reported a position in Bank OZK in Q3 2024 and has held it in 8 quarters since.
  • Caitlin John's Bank OZK position peaked at $444K in Q3 2024.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.