CIBC Private Wealth Group
OZK icon

CIBC Private Wealth Group’s Bank OZK OZK Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$26K Sell
564
-664
-54% -$31.1K ﹤0.01% 2065
2025
Q3 		$62.6K Buy
1,228
+999
+436% +$51K ﹤0.01% 1686
2025
Q2 		$10.8K Sell
229
-539
-70% -$23.6K ﹤0.01% 2225
2025
Q1 		$28.9K Buy
768
+484
+170% +$22.9K ﹤0.01% 1847
2024
Q4 		$12.3K Sell
284
-469
-62% -$21.4K ﹤0.01% 2208
2024
Q3 		$32.4K Sell
753
-31
-4% -$1.32K ﹤0.01% 1941
2024
Q2 		$31.4K Hold
784
– – ﹤0.01% 1854
2024
Q1 		$35.2K Buy
+784
New +$35.1K ﹤0.01% 1814
2022
Q3 		– Sell
-201
Closed -$8K – 1116
2022
Q2 		$8K Hold
201
– – ﹤0.01% 1075
2022
Q1 		$9K Buy
+201
New +$9.37K ﹤0.01% 1150

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

CIBC Private Wealth Group's OZK Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Bank OZK (OZK) stake by 54% in Q4 2025, selling an estimated $31.1K and leaving 564 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

CIBC Private Wealth Group first reported a position in OZK in Q1 2022 and has held it in 10 quarters since. The position peaked at $62.6K in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • CIBC Private Wealth Group held 564 shares of Bank OZK worth $26K as of Q4 2025.
  • CIBC Private Wealth Group sold 664 Bank OZK shares in Q4 2025, an estimated $31.1K.
  • Bank OZK made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2065 holding.
  • CIBC Private Wealth Group first reported a position in Bank OZK in Q1 2022 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's Bank OZK position peaked at $62.6K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.