CIA
OZK icon

Concurrent Investment Advisors’s Bank OZK OZK Stock Holding History

Concurrent Investment Advisors’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 		$739K Buy
14,183
+450
+3% +$21.9K 0.01% 1174
2026
Q1 		$630K Sell
13,733
-4,338
-24% -$204K 0.01% 1102
2025
Q4 		$832K Buy
18,071
+9,593
+113% +$449K 0.01% 917
2025
Q3 		$432K Buy
8,478
+1,056
+14% +$53.9K 0.01% 976
2025
Q2 		$349K Buy
7,422
+365
+5% +$16K 0.01% 994
2025
Q1 		$307K Buy
+7,057
New +$334K 0.01% 913

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's OZK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Bank OZK (OZK) stake by 3.3% in Q2 2026, buying an estimated $21.9K and bringing the position to 14,183 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #1174.

Concurrent Investment Advisors first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. The position peaked at $832K in Q4 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Concurrent Investment Advisors held 14,183 shares of Bank OZK worth $739K as of Q2 2026.
  • Concurrent Investment Advisors bought 450 Bank OZK shares in Q2 2026, an estimated $21.9K.
  • Bank OZK made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1174 holding.
  • Concurrent Investment Advisors first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Bank OZK position peaked at $832K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.