CA
OZK icon

CoreCap Advisors’s Bank OZK OZK Stock Holding History

CoreCap 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 		$11K Sell
211
-58
-22% -$2.82K ﹤0.01% 2036
2026
Q1 		$12.3K Sell
269
-194
-42% -$9.14K ﹤0.01% 1876
2025
Q4 		$21.3K Buy
463
+194
+72% +$9.07K ﹤0.01% 1654
2025
Q3 		$13.7K Hold
269
– – ﹤0.01% 1805
2025
Q2 		$12.7K Sell
269
-11
-4% -$481 ﹤0.01% 1778
2025
Q1 		$12.2K Buy
280
+5
+2% +$237 ﹤0.01% 1734
2024
Q4 		$12.2K Hold
275
– – ﹤0.01% 1701
2024
Q3 		$11.8K Buy
275
+15
+6% +$639 ﹤0.01% 1737
2024
Q2 		$10.7K Sell
260
-338
-57% -$14.7K ﹤0.01% 1048
2024
Q1 		$27.2K Buy
+598
New +$26.8K ﹤0.01% 1349
2022
Q4 		$8.01K Buy
+200
New +$8.59K ﹤0.01% 1610
2022
Q3 		– Sell
-200
Closed -$8K – 1602
2022
Q2 		$8K Buy
+200
New +$7.89K ﹤0.01% 1542
2022
Q1 		– Sell
-200
Closed -$9K – 1602
2021
Q4 		$9K Buy
+200
New +$9.12K ﹤0.01% 1585

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return