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Caxton Associates (UK)’s Bank OZK OZK Stock Holding History

Caxton Associates (UK)’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
Q1 		$1.55M Buy
33,816
+12,307
+57% +$580K 0.04% 271
2025
Q4 		$990K Sell
21,509
-17,345
-45% -$811K 0.02% 362
2025
Q3 		$1.98M Sell
38,854
-7,022
-15% -$359K 0.05% 203
2025
Q2 		$2.16M Buy
45,876
+780
+2% +$34.1K 0.05% 175
2025
Q1 		$1.96M Buy
+45,096
New +$2.13M 0.07% 161

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Caxton Associates (UK)'s OZK Position: Q1 2026 in Review

Caxton Associates (UK) increased its Bank OZK (OZK) stake by 57% in Q1 2026, buying an estimated $580K and bringing the position to 33,816 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #271.

Caxton Associates (UK) first reported a position in OZK in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.16M in Q2 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Caxton Associates (UK) held 33,816 shares of Bank OZK worth $1.55M as of Q1 2026.
  • Caxton Associates (UK) bought 12,307 Bank OZK shares in Q1 2026, an estimated $580K.
  • Bank OZK made up 0.04% of Caxton Associates (UK)'s portfolio in Q1 2026, its #271 holding.
  • Caxton Associates (UK) first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • Caxton Associates (UK)'s Bank OZK position peaked at $2.16M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Caxton Associates (UK)'s 13F filing for Q1 2026, filed 14 May 2026.