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 Q3	$33K	Buy	727 +7	+1%	+$349	﹤0.01%	1106
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

CX Institutional's OZK Position: Q3 2026 in Review

CX Institutional increased its Bank OZK (OZK) stake by 0.97% in Q3 2026, buying an estimated $349 and bringing the position to 727 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

CX Institutional first reported a position in OZK in Q3 2020 and has held it in 9 quarters since. The position peaked at $38K in Q2 2026. 21 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

CX Institutional held 727 shares of Bank OZK worth $33K as of Q3 2026.
CX Institutional bought 7 Bank OZK shares in Q3 2026, an estimated $349.
Bank OZK made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1106 holding.
CX Institutional first reported a position in Bank OZK in Q3 2020 and has held it in 9 quarters since.
CX Institutional's Bank OZK position peaked at $38K in Q2 2026.
21 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.