Certuity’s Bank OZK OZK Stock Holding History

Certuity’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	$488K	Buy	9,369 +3,055	+48%	+$149K	0.02%	347
2026 Q1	$290K	Buy	+6,314	New	+$297K	0.02%	469
2025 Q4	–	Sell	-6,169	Closed	-$314K	–	620
2025 Q3	$314K	Buy	+6,169	New	+$315K	0.02%	378

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Certuity's OZK Position: Q2 2026 in Review

Certuity increased its Bank OZK (OZK) stake by 48% in Q2 2026, buying an estimated $149K and bringing the position to 9,369 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #347.

Certuity first reported a position in OZK in Q3 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Certuity held 9,369 shares of Bank OZK worth $488K as of Q2 2026.
Certuity bought 3,055 Bank OZK shares in Q2 2026, an estimated $149K.
Bank OZK made up 0.02% of Certuity's portfolio in Q2 2026, its #347 holding.
Certuity first reported a position in Bank OZK in Q3 2025 and has held it in 3 quarters since.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.