Cambridge Investment Research Advisors
OZK icon

Cambridge Investment Research Advisors’s Bank OZK OZK Stock Holding History

Cambridge Investment Research Advisors’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 		$1.54M Buy
29,607
+3,056
+12% +$149K ﹤0.01% 1764
2026
Q1 		$1.22M Buy
26,551
+345
+1% +$16.3K ﹤0.01% 1992
2025
Q4 		$1.21M Buy
26,206
+526
+2% +$24.6K ﹤0.01% 1947
2025
Q3 		$1.31M Sell
25,680
-1,198
-4% -$61.2K ﹤0.01% 1844
2025
Q2 		$1.26M Buy
26,878
+3,185
+13% +$139K ﹤0.01% 1767
2025
Q1 		$1.03M Buy
23,693
+1,086
+5% +$51.4K ﹤0.01% 1851
2024
Q4 		$1.01M Buy
22,607
+577
+3% +$26.4K ﹤0.01% 1870
2024
Q3 		$947K Buy
22,030
+825
+4% +$35.1K ﹤0.01% 1887
2024
Q2 		$869K Sell
21,205
-63
-0.3% -$2.74K ﹤0.01% 1875
2024
Q1 		$967K Sell
21,268
-490
-2% -$21.9K ﹤0.01% 1751
2023
Q4 		$1.08M Buy
21,758
+266
+1% +$11K ﹤0.01% 1597
2023
Q3 		$797K Buy
21,492
+2,115
+11% +$85.7K ﹤0.01% 1723
2023
Q2 		$778K Buy
19,377
+3,859
+25% +$138K ﹤0.01% 1791
2023
Q1 		$531K Sell
15,518
-1,373
-8% -$57.6K ﹤0.01% 2038
2022
Q4 		$677K Buy
16,891
+1,191
+8% +$51.1K ﹤0.01% 1789
2022
Q3 		$621K Buy
15,700
+1,297
+9% +$52.2K ﹤0.01% 1793
2022
Q2 		$541K Buy
14,403
+1,797
+14% +$70.9K ﹤0.01% 1907
2022
Q1 		$538K Buy
12,606
+5,383
+75% +$251K ﹤0.01% 2039
2021
Q4 		$336K Buy
+7,223
New +$329K ﹤0.01% 2428

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Cambridge Investment Research Advisors's OZK Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Bank OZK (OZK) stake by 12% in Q2 2026, buying an estimated $149K and bringing the position to 29,607 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Cambridge Investment Research Advisors first reported a position in OZK in Q4 2021 and has held it in 19 quarters since. 143 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Cambridge Investment Research Advisors held 29,607 shares of Bank OZK worth $1.54M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,056 Bank OZK shares in Q2 2026, an estimated $149K.
  • Bank OZK made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1764 holding.
  • Cambridge Investment Research Advisors first reported a position in Bank OZK in Q4 2021 and has held it in 19 quarters since.
  • 143 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.