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 Q3	$474K	Sell	10,315 -160	-2%	-$7.98K	0.02%	506
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

Other funds holding OZK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Cornerstone Wealth Management's OZK Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Bank OZK (OZK) stake by 1.5% in Q3 2026, selling an estimated $7.98K and leaving 10,315 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #506.

Cornerstone Wealth Management first reported a position in OZK in Q3 2024 and has held it in 9 quarters since. The position peaked at $546K in Q2 2026. 253 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

Cornerstone Wealth Management held 10,315 shares of Bank OZK worth $474K as of Q3 2026.
Cornerstone Wealth Management sold 160 Bank OZK shares in Q3 2026, an estimated $7.98K.
Bank OZK made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #506 holding.
Cornerstone Wealth Management first reported a position in Bank OZK in Q3 2024 and has held it in 9 quarters since.
Cornerstone Wealth Management's Bank OZK position peaked at $546K in Q2 2026.
253 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.