Cerity Partners
OZK icon

Cerity Partners’s Bank OZK OZK Stock Holding History

Cerity Partners’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 		$5.97M Buy
114,604
+74,667
+187% +$3.64M 0.01% 1011
2026
Q1 		$1.83M Sell
39,937
-20,269
-34% -$955K ﹤0.01% 1539
2025
Q4 		$2.77M Sell
60,206
-27,999
-32% -$1.31M ﹤0.01% 1228
2025
Q3 		$4.5M Buy
88,205
+18,904
+27% +$966K 0.01% 900
2025
Q2 		$3.26M Sell
69,301
-14,157
-17% -$619K 0.01% 1004
2025
Q1 		$3.63M Buy
83,458
+22,868
+38% +$1.08M 0.01% 857
2024
Q4 		$2.69M Buy
60,590
+8,873
+17% +$406K 0.01% 975
2024
Q3 		$2.22M Buy
51,717
+27,409
+113% +$1.17M ﹤0.01% 1047
2024
Q2 		$997K Buy
24,308
+18,698
+333% +$813K ﹤0.01% 1230
2024
Q1 		$255K Buy
+5,610
New +$251K ﹤0.01% 1964

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cerity Partners's OZK Position: Q2 2026 in Review

Cerity Partners increased its Bank OZK (OZK) stake by 187% in Q2 2026, buying an estimated $3.64M and bringing the position to 114,604 shares worth $5.97M. The position accounts for 0.01% of the portfolio, ranked #1011.

Cerity Partners first reported a position in OZK in Q1 2024 and has held it in 10 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Cerity Partners held 114,604 shares of Bank OZK worth $5.97M as of Q2 2026.
  • Cerity Partners bought 74,667 Bank OZK shares in Q2 2026, an estimated $3.64M.
  • Bank OZK made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1011 holding.
  • Cerity Partners first reported a position in Bank OZK in Q1 2024 and has held it in 10 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.