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OZK icon

Cornerstone Wealth Management’s Bank OZK OZK Stock Holding History

Cornerstone Wealth Management’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 		$546K Sell
10,475
-159
-1% -$7.74K 0.02% 469
2026
Q1 		$488K Buy
10,634
+4,231
+66% +$199K 0.02% 452
2025
Q4 		$295K Buy
6,403
+278
+5% +$13K 0.02% 554
2025
Q3 		$312K Sell
6,125
-251
-4% -$12.8K 0.02% 513
2025
Q2 		$300K Buy
6,376
+752
+13% +$32.9K 0.02% 511
2025
Q1 		$244K Buy
5,624
+595
+12% +$28.1K 0.02% 522
2024
Q4 		$224K Sell
5,029
-61
-1% -$2.79K 0.02% 534
2024
Q3 		$219K Buy
+5,090
New +$217K 0.02% 528
2018
Q3 		– Sell
-31,174
Closed -$688K – 1459
2018
Q2 		$688K Buy
+31,174
New +$1.48M 0.01% 898

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
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Cornerstone Wealth Management's OZK Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Bank OZK (OZK) stake by 1.5% in Q2 2026, selling an estimated $7.74K and leaving 10,475 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #469.

Cornerstone Wealth Management first reported a position in OZK in Q2 2018 and has held it in 9 quarters since. The position peaked at $688K in Q2 2018. 79 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Cornerstone Wealth Management held 10,475 shares of Bank OZK worth $546K as of Q2 2026.
  • Cornerstone Wealth Management sold 159 Bank OZK shares in Q2 2026, an estimated $7.74K.
  • Bank OZK made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Cornerstone Wealth Management first reported a position in Bank OZK in Q2 2018 and has held it in 9 quarters since.
  • Cornerstone Wealth Management's Bank OZK position peaked at $688K in Q2 2018.
  • 79 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.