CI
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CX Institutional’s Bank OZK OZK Stock Holding History

CX Institutional’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 		$38K Buy
720
+6
+0.8% +$292 ﹤0.01% 1028
2026
Q1 		$33K Sell
714
-11
-2% -$518 ﹤0.01% 1034
2025
Q4 		$33K Buy
725
+25
+4% +$1.17K ﹤0.01% 1035
2025
Q3 		$36K Hold
700
– – ﹤0.01% 996
2025
Q2 		$33K Hold
700
– – ﹤0.01% 912
2025
Q1 		$30K Buy
+700
New +$33.1K ﹤0.01% 905
2022
Q3 		– Sell
-700
Closed -$26K – 940
2022
Q2 		$26K Buy
+700
New +$27.6K ﹤0.01% 794
2020
Q4 		– Sell
-700
Closed -$15K – 902
2020
Q3 		$15K Buy
+700
New +$16.3K ﹤0.01% 613

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

CX Institutional's OZK Position: Q2 2026 in Review

CX Institutional increased its Bank OZK (OZK) stake by 0.84% in Q2 2026, buying an estimated $292 and bringing the position to 720 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

CX Institutional first reported a position in OZK in Q3 2020 and has held it in 8 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • CX Institutional held 720 shares of Bank OZK worth $38K as of Q2 2026.
  • CX Institutional bought 6 Bank OZK shares in Q2 2026, an estimated $292.
  • Bank OZK made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1028 holding.
  • CX Institutional first reported a position in Bank OZK in Q3 2020 and has held it in 8 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.