Curio Wealth’s Bank OZK OZK Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$92	–	824
2026 Q1	$92	Buy	+2	New	+$94	﹤0.01%	986

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Curio Wealth's OZK Position: Q2 2026 in Review

Curio Wealth sold out of Bank OZK (OZK) in Q2 2026, closing a stake of 2 shares — an estimated $92 sold.

Curio Wealth first reported a position in OZK in Q1 2026 and held it in 1 quarter. The position peaked at $92 in Q1 2026. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Curio Wealth reported no remaining Bank OZK position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 Bank OZK shares in Q2 2026, an estimated $92.
Curio Wealth first reported a position in Bank OZK in Q1 2026 and held it in 1 quarter.
Curio Wealth's Bank OZK position peaked at $92 in Q1 2026.
527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.