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Cookson Peirce & Co’s Bank OZK OZK Stock Holding History

Cookson Peirce & Co’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 		$1.2M Buy
23,110
+1,161
+5% +$56.5K 0.04% 201
2026
Q1 		$1.01M Buy
21,949
+2,387
+12% +$112K 0.04% 186
2025
Q4 		$900K Buy
19,562
+2,460
+14% +$115K 0.04% 192
2025
Q3 		$872K Buy
17,102
+2,417
+16% +$123K 0.04% 190
2025
Q2 		$691K Buy
14,685
+3,280
+29% +$143K 0.03% 211
2025
Q1 		$496K Buy
+11,405
New +$539K 0.02% 219

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

Cookson Peirce & Co's OZK Position: Q2 2026 in Review

Cookson Peirce & Co increased its Bank OZK (OZK) stake by 5.3% in Q2 2026, buying an estimated $56.5K and bringing the position to 23,110 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #201.

Cookson Peirce & Co first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Cookson Peirce & Co held 23,110 shares of Bank OZK worth $1.2M as of Q2 2026.
  • Cookson Peirce & Co bought 1,161 Bank OZK shares in Q2 2026, an estimated $56.5K.
  • Bank OZK made up 0.04% of Cookson Peirce & Co's portfolio in Q2 2026, its #201 holding.
  • Cookson Peirce & Co first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.