Corient Private Wealth
OZK icon

Corient Private Wealth’s Bank OZK OZK Stock Holding History

Corient Private Wealth’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 		$9.52M Buy
182,738
+19,595
+12% +$954K 0.01% 661
2026
Q1 		$7.43M Buy
163,143
+127,247
+354% +$5.99M 0.01% 723
2025
Q4 		$1.65M Buy
35,896
+4,553
+15% +$213K ﹤0.01% 1247
2025
Q3 		$1.6M Buy
31,343
+664
+2% +$33.9K ﹤0.01% 1178
2025
Q2 		$1.44M Buy
30,679
+1,418
+5% +$62K ﹤0.01% 1188
2025
Q1 		$1.27M Buy
29,261
+4,368
+18% +$207K ﹤0.01% 1181
2024
Q4 		$1.11M Buy
24,893
+972
+4% +$44.5K ﹤0.01% 1274
2024
Q3 		$1.03M Buy
23,921
+110
+0.5% +$4.68K ﹤0.01% 1391
2024
Q2 		$976K Buy
+23,811
New +$1.04M ﹤0.01% 1340

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

Corient Private Wealth's OZK Position: Q2 2026 in Review

Corient Private Wealth increased its Bank OZK (OZK) stake by 12% in Q2 2026, buying an estimated $954K and bringing the position to 182,738 shares worth $9.52M. The position accounts for 0.01% of the portfolio, ranked #661.

Corient Private Wealth first reported a position in OZK in Q2 2024 and has held it in 9 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Corient Private Wealth held 182,738 shares of Bank OZK worth $9.52M as of Q2 2026.
  • Corient Private Wealth bought 19,595 Bank OZK shares in Q2 2026, an estimated $954K.
  • Bank OZK made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #661 holding.
  • Corient Private Wealth first reported a position in Bank OZK in Q2 2024 and has held it in 9 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.