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CBIZ Investment Advisory Services’s Bank OZK OZK Stock Holding History

CBIZ Investment Advisory Services’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 		$4.5K Sell
98
-165
-63% -$7.77K ﹤0.01% 238
2025
Q4 		$12.1K Buy
263
+165
+168% +$7.72K ﹤0.01% 349
2025
Q3 		$5K Buy
+98
New +$5.01K ﹤0.01% 441
2024
Q2 		– Sell
-396
Closed -$18K – 414
2024
Q1 		$18K Buy
+396
New +$17.7K ﹤0.01% 197

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

CBIZ Investment Advisory Services's OZK Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Bank OZK (OZK) stake by 63% in Q1 2026, selling an estimated $7.77K and leaving 98 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

CBIZ Investment Advisory Services first reported a position in OZK in Q1 2024 and has held it in 4 quarters since. The position peaked at $18K in Q1 2024. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • CBIZ Investment Advisory Services held 98 shares of Bank OZK worth $4.5K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 165 Bank OZK shares in Q1 2026, an estimated $7.77K.
  • Bank OZK made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #238 holding.
  • CBIZ Investment Advisory Services first reported a position in Bank OZK in Q1 2024 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's Bank OZK position peaked at $18K in Q1 2024.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.