CPC
OZK icon

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
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 $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cookson Peirce & Co's OZK Position: Q1 2026 in Review

Cookson Peirce & Co increased its Bank OZK (OZK) stake by 12% in Q1 2026, buying an estimated $112K and bringing the position to 21,949 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #186.

Cookson Peirce & Co first reported a position in OZK in Q1 2025 and has held it in 5 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Cookson Peirce & Co held 21,949 shares of Bank OZK worth $1.01M as of Q1 2026.
  • Cookson Peirce & Co bought 2,387 Bank OZK shares in Q1 2026, an estimated $112K.
  • Bank OZK made up 0.04% of Cookson Peirce & Co's portfolio in Q1 2026, its #186 holding.
  • Cookson Peirce & Co first reported a position in Bank OZK in Q1 2025 and has held it in 5 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Cookson Peirce & Co's 13F filing for Q1 2026, filed 30 Apr 2026.