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
Q1 		$7.43M Buy
163,143
+87,498
+116% +$4.12M 0.01% 723
2025
Q4 		$3.33M Buy
75,645
+44,302
+141% +$2.07M ﹤0.01% 1251
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 $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

Corient Private Wealth's OZK Position: Q1 2026 in Review

Corient Private Wealth increased its Bank OZK (OZK) stake by 116% in Q1 2026, buying an estimated $4.12M and bringing the position to 163,143 shares worth $7.43M. The position accounts for 0.01% of the portfolio, ranked #723.

Corient Private Wealth first reported a position in OZK in Q2 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Corient Private Wealth held 163,143 shares of Bank OZK worth $7.43M as of Q1 2026.
  • Corient Private Wealth bought 87,498 Bank OZK shares in Q1 2026, an estimated $4.12M.
  • Bank OZK made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #723 holding.
  • Corient Private Wealth first reported a position in Bank OZK in Q2 2024 and has held it in 8 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.