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Amalgamated Financial’s Bank OZK OZK Stock Holding History

Amalgamated Financial’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
2022
Q1 		$3.58M Buy
+83,849
New +$3.91M 0.03% 649

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amalgamated Financial's OZK Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Bank OZK (OZK) in Q1 2022: 83,849 shares worth $3.58M. The stake represents 0.03% of the portfolio and ranks #649 among its holdings.

371 funds tracked by Wall St. Rank hold OZK as of Q1 2022.

  • Amalgamated Financial held 83,849 shares of Bank OZK worth $3.58M as of Q1 2022.
  • Bank OZK was a new Amalgamated Financial position in Q1 2022.
  • Bank OZK made up 0.03% of Amalgamated Financial's portfolio in Q1 2022, its #649 holding.
  • 371 funds tracked by Wall St. Rank held Bank OZK as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.