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

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