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Cromwell Holdings’s Bank OZK OZK Stock Holding History

Cromwell Holdings’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 		$781 Hold
15
– – ﹤0.01% 1009
2026
Q1 		$688 Hold
15
– – ﹤0.01% 935
2025
Q4 		$690 Hold
15
– – ﹤0.01% 908
2025
Q3 		$765 Hold
15
– – ﹤0.01% 897
2025
Q2 		$706 Buy
15
+9
+150% +$394 ﹤0.01% 894
2025
Q1 		$261 Buy
+6
New +$284 ﹤0.01% 802

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

Cromwell Holdings's OZK Position: Q2 2026 in Review

Cromwell Holdings held its Bank OZK (OZK) position steady in Q2 2026 at 15 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Cromwell Holdings first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Cromwell Holdings held 15 shares of Bank OZK worth $781 as of Q2 2026.
  • Cromwell Holdings left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #1009 holding.
  • Cromwell Holdings first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.