Canada Pension Plan Investment Board
OZK icon

Canada Pension Plan Investment Board’s Bank OZK OZK Stock Holding History

Canada Pension Plan Investment Board’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
2025
Q4 		– Sell
-22,200
Closed -$1.13M – 2010
2025
Q3 		$1.13M Sell
22,200
-47,700
-68% -$2.44M ﹤0.01% 987
2025
Q2 		$3.29M Hold
69,900
– – ﹤0.01% 778
2025
Q1 		$3.04M Sell
69,900
-6,800
-9% -$322K ﹤0.01% 759
2024
Q4 		$3.42M Buy
+76,700
New +$3.51M ﹤0.01% 772
2024
Q2 		– Sell
-2,600
Closed -$118K – 1424
2024
Q1 		$118K Hold
2,600
– – ﹤0.01% 1133
2023
Q4 		$130K Buy
+2,600
New +$107K ﹤0.01% 1041
2021
Q1 		– Sell
-181
Closed -$6K – 1467
2020
Q4 		$6K Sell
181
-2,988
-94% -$80.7K ﹤0.01% 1315
2020
Q3 		$68K Sell
3,169
-7,021
-69% -$164K ﹤0.01% 991
2020
Q2 		$239K Sell
10,190
-17,367
-63% -$372K ﹤0.01% 1168
2020
Q1 		$460K Buy
27,557
+8,144
+42% +$209K ﹤0.01% 996
2019
Q4 		$592K Buy
19,413
+9,573
+97% +$281K ﹤0.01% 1136
2019
Q3 		$268K Buy
+9,840
New +$274K ﹤0.01% 1089
2018
Q3 		– Sell
-15,700
Closed -$707K – 1306
2018
Q2 		$707K Buy
+15,700
New +$748K ﹤0.01% 1092

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Canada Pension Plan Investment Board's OZK Position: Q4 2025 in Review

Canada Pension Plan Investment Board sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 22,200 shares — an estimated $1.13M sold.

Canada Pension Plan Investment Board first reported a position in OZK in Q2 2018 and held it in 13 quarters. The position peaked at $3.42M in Q4 2024. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Canada Pension Plan Investment Board reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Canada Pension Plan Investment Board sold 22,200 Bank OZK shares in Q4 2025, an estimated $1.13M.
  • Canada Pension Plan Investment Board first reported a position in Bank OZK in Q2 2018 and held it in 13 quarters.
  • Canada Pension Plan Investment Board's Bank OZK position peaked at $3.42M in Q4 2024.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Canada Pension Plan Investment Board's 13F filing for Q4 2025, filed 17 Feb 2026.