Callan Family Office’s Bank OZK OZK Stock Holding History

Callan Family Office’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	$318K	Buy	6,101 +25	+0.4%	+$1.22K	0.01%	980
2026 Q1	$279K	Buy	6,076 +5	+0.1%	+$236	0.01%	960
2025 Q4	$279K	Buy	6,071 +144	+2%	+$6.74K	0.01%	949
2025 Q3	$302K	Sell	5,927 -11	-0.2%	-$562	0.01%	707
2025 Q2	$279K	Buy	5,938 +59	+1%	+$2.58K	0.01%	791
2025 Q1	$255K	Hold	5,879	–	–	0.02%	467
2024 Q4	$262K	Buy	5,879 +440	+8%	+$20.1K	0.02%	527
2024 Q3	$234K	Sell	5,439 -162	-3%	-$6.9K	0.04%	166
2024 Q2	$230K	Buy	5,601 +173	+3%	+$7.53K	0.04%	136
2024 Q1	$247K	Hold	5,428	–	–	0.06%	86
2023 Q4	$270K	Hold	5,428	–	–	0.07%	84
2023 Q3	$201K	Hold	5,428	–	–	0.05%	86
2023 Q2	$218K	Buy	+5,428	New	+$195K	0.06%	101
2023 Q1	–	Sell	-5,428	Closed	-$217K	–	154
2022 Q4	$217K	Buy	+5,428	New	+$233K	0.07%	95

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Callan Family Office's OZK Position: Q2 2026 in Review

Callan Family Office increased its Bank OZK (OZK) stake by 0.41% in Q2 2026, buying an estimated $1.22K and bringing the position to 6,101 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #980.

Callan Family Office first reported a position in OZK in Q4 2022 and has held it in 14 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Callan Family Office held 6,101 shares of Bank OZK worth $318K as of Q2 2026.
Callan Family Office bought 25 Bank OZK shares in Q2 2026, an estimated $1.22K.
Bank OZK made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #980 holding.
Callan Family Office first reported a position in Bank OZK in Q4 2022 and has held it in 14 quarters since.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.