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CVA Family Office’s Bank OZK OZK Stock Holding History

CVA Family Office’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 		$11.1K Buy
214
+96
+81% +$4.67K ﹤0.01% 991
2026
Q1 		$5.42K Buy
+118
New +$5.56K ﹤0.01% 1207
2025
Q2 		– Sell
-16
Closed -$695 – 1406
2025
Q1 		$695 Hold
16
– – ﹤0.01% 1168
2024
Q4 		$712 Hold
16
– – ﹤0.01% 1148
2024
Q3 		$688 Hold
16
– – ﹤0.01% 1126
2024
Q2 		$656 Buy
+16
New +$696 ﹤0.01% 1135

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

CVA Family Office's OZK Position: Q2 2026 in Review

CVA Family Office increased its Bank OZK (OZK) stake by 81% in Q2 2026, buying an estimated $4.67K and bringing the position to 214 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

CVA Family Office first reported a position in OZK in Q2 2024 and has held it in 6 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • CVA Family Office held 214 shares of Bank OZK worth $11.1K as of Q2 2026.
  • CVA Family Office bought 96 Bank OZK shares in Q2 2026, an estimated $4.67K.
  • Bank OZK made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #991 holding.
  • CVA Family Office first reported a position in Bank OZK in Q2 2024 and has held it in 6 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.