CGH
OZK icon

Crossmark Global Holdings’s Bank OZK OZK Stock Holding History

Crossmark Global 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 		$322K Sell
6,180
-60
-1% -$2.92K ﹤0.01% 1035
2026
Q1 		$286K Sell
6,240
-110
-2% -$5.18K ﹤0.01% 1044
2025
Q4 		$292K Sell
6,350
-109
-2% -$5.1K ﹤0.01% 1037
2025
Q3 		$329K Hold
6,459
– – ﹤0.01% 1061
2025
Q2 		$304K Buy
6,459
+162
+3% +$7.09K ﹤0.01% 1092
2025
Q1 		$274K Buy
6,297
+88
+1% +$4.16K ﹤0.01% 1130
2024
Q4 		$276K Sell
6,209
-255
-4% -$11.7K 0.01% 1075
2024
Q3 		$278K Sell
6,464
-18,309
-74% -$780K 0.01% 1117
2024
Q2 		$1.02M Sell
24,773
-1,639
-6% -$71.3K 0.02% 585
2024
Q1 		$1.2M Buy
26,412
+19,217
+267% +$860K 0.02% 557
2023
Q4 		$359K Sell
7,195
-190
-3% -$7.83K 0.01% 981
2023
Q3 		$276K Sell
7,385
-922
-11% -$37.4K 0.01% 1054
2023
Q2 		$364K Sell
8,307
-980
-11% -$35.1K 0.01% 984
2023
Q1 		$318K Sell
9,287
-263
-3% -$11K 0.01% 1019
2022
Q4 		$383K Sell
9,550
-660
-6% -$28.3K 0.01% 913
2022
Q3 		$403K Sell
10,210
-850
-8% -$34.2K 0.01% 855
2022
Q2 		$416K Sell
11,060
-530
-5% -$20.9K 0.01% 893
2022
Q1 		$495K Buy
11,590
+40
+0.3% +$1.86K 0.01% 903
2021
Q4 		$537K Sell
11,550
-980
-8% -$44.7K 0.01% 864
2021
Q3 		$539K Buy
12,530
+660
+6% +$27.5K 0.01% 892
2021
Q2 		$500K Sell
11,870
-230
-2% -$9.59K 0.01% 931
2021
Q1 		$494K Sell
12,100
-134
-1% -$5.28K 0.01% 907
2020
Q4 		$383K Sell
12,234
-3,808
-24% -$103K 0.01% 963
2020
Q3 		$342K Sell
16,042
-240
-1% -$5.59K 0.01% 941
2020
Q2 		$382K Buy
16,282
+339
+2% +$7.27K 0.01% 877
2020
Q1 		$266K Buy
15,943
+30
+0.2% +$771 0.01% 920
2019
Q4 		$485K Buy
15,913
+213
+1% +$6.25K 0.01% 817
2019
Q3 		$428K Sell
15,700
-460
-3% -$12.8K 0.01% 854
2019
Q2 		$486K Buy
16,160
+148
+0.9% +$4.59K 0.01% 823
2019
Q1 		$464K Sell
16,012
-900
-5% -$27.2K 0.01% 855
2018
Q4 		$386K Buy
16,912
+2,660
+19% +$73.8K 0.01% 898
2018
Q3 		$541K Buy
14,252
+220
+2% +$9.03K 0.01% 909
2018
Q2 		$632K Buy
14,032
+30
+0.2% +$1.43K 0.02% 797
2018
Q1 		$676K Sell
14,002
-522
-4% -$26.4K 0.02% 761
2017
Q4 		$704K Buy
14,524
+862
+6% +$40K 0.02% 786
2017
Q3 		$656K Buy
+13,662
New +$608K 0.02% 793
2016
Q3 		$656K Buy
+13,662
New +$518K 0.02% 793

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings's OZK Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Bank OZK (OZK) stake by 0.96% in Q2 2026, selling an estimated $2.92K and leaving 6,180 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Crossmark Global Holdings first reported a position in OZK in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.2M in Q1 2024. 49 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Crossmark Global Holdings held 6,180 shares of Bank OZK worth $322K as of Q2 2026.
  • Crossmark Global Holdings sold 60 Bank OZK shares in Q2 2026, an estimated $2.92K.
  • Bank OZK made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1035 holding.
  • Crossmark Global Holdings first reported a position in Bank OZK in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Bank OZK position peaked at $1.2M in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.