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Chicago Partners Investment Group’s Bank OZK OZK Stock Holding History

Chicago Partners Investment Group’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 		$1.07M Buy
21,271
+9,312
+78% +$453K 0.02% 630
2026
Q1 		$568K Buy
11,959
+5,329
+80% +$251K 0.01% 815
2025
Q4 		$305K Sell
6,630
-2,835
-30% -$133K 0.01% 1031
2025
Q3 		$430K Buy
9,465
+1,863
+25% +$95.2K 0.01% 780
2025
Q2 		$400K Buy
7,602
+2,642
+53% +$116K 0.01% 694
2025
Q1 		$217K Buy
+4,960
New +$235K 0.01% 834
2018
Q3 		– Sell
-293
Closed -$13K – 1088
2018
Q2 		$13K Hold
293
– – ﹤0.01% 753
2018
Q1 		$14K Buy
+293
New +$14.8K ﹤0.01% 714

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

Chicago Partners Investment Group's OZK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Bank OZK (OZK) stake by 78% in Q2 2026, buying an estimated $453K and bringing the position to 21,271 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #630.

Chicago Partners Investment Group first reported a position in OZK in Q1 2018 and has held it in 8 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Chicago Partners Investment Group held 21,271 shares of Bank OZK worth $1.07M as of Q2 2026.
  • Chicago Partners Investment Group bought 9,312 Bank OZK shares in Q2 2026, an estimated $453K.
  • Bank OZK made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #630 holding.
  • Chicago Partners Investment Group first reported a position in Bank OZK in Q1 2018 and has held it in 8 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.