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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return