Cetera Investment Advisers
OZK icon

Cetera Investment Advisers’s Bank OZK OZK Stock Holding History

Cetera Investment Advisers’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 		$2.36M Buy
45,236
+2,461
+6% +$120K ﹤0.01% 2259
2026
Q1 		$1.96M Buy
42,775
+1,345
+3% +$63.4K ﹤0.01% 2286
2025
Q4 		$1.91M Sell
41,430
-1,017
-2% -$47.6K ﹤0.01% 2251
2025
Q3 		$2.16M Buy
42,447
+5,510
+15% +$281K ﹤0.01% 2105
2025
Q2 		$1.74M Sell
36,937
-1,861
-5% -$81.4K ﹤0.01% 1945
2025
Q1 		$1.69M Buy
38,798
+86
+0.2% +$4.07K ﹤0.01% 1874
2024
Q4 		$1.72M Buy
38,712
+6,281
+19% +$287K ﹤0.01% 1762
2024
Q3 		$1.39M Buy
32,431
+2,129
+7% +$90.6K ﹤0.01% 1868
2024
Q2 		$1.24M Buy
30,302
+6,774
+29% +$295K ﹤0.01% 1920
2024
Q1 		$1.07M Buy
+23,528
New +$1.05M ﹤0.01% 2020

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

Cetera Investment Advisers's OZK Position: Q2 2026 in Review

Cetera Investment Advisers increased its Bank OZK (OZK) stake by 5.8% in Q2 2026, buying an estimated $120K and bringing the position to 45,236 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Cetera Investment Advisers 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.

  • Cetera Investment Advisers held 45,236 shares of Bank OZK worth $2.36M as of Q2 2026.
  • Cetera Investment Advisers bought 2,461 Bank OZK shares in Q2 2026, an estimated $120K.
  • Bank OZK made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2259 holding.
  • Cetera Investment Advisers 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.