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Brooklyn Investment Group’s Bank OZK OZK Stock Holding History

Brooklyn Investment Group’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
Q1 		$330K Buy
+7,186
New +$339K 0.01% 1348
2025
Q3 		– Sell
-658
Closed -$31K – 2073
2025
Q2 		$31K Sell
658
-447
-40% -$19.6K ﹤0.01% 1620
2025
Q1 		$48K Buy
1,105
+1,014
+1,114% +$48K 0.01% 799
2024
Q4 		$4.05K Hold
91
– – ﹤0.01% 1284
2024
Q3 		$3.91K Buy
+91
New +$3.88K ﹤0.01% 883

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brooklyn Investment Group's OZK Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Bank OZK (OZK) in Q1 2026: 7,186 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #1348 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in OZK as recently as Q2 2025.

Brooklyn Investment Group first reported a position in OZK in Q3 2024 and has held it in 5 quarters since. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Brooklyn Investment Group held 7,186 shares of Bank OZK worth $330K as of Q1 2026.
  • Bank OZK was a new Brooklyn Investment Group position in Q1 2026.
  • Bank OZK made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1348 holding.
  • Brooklyn Investment Group first reported a position in Bank OZK in Q3 2024 and has held it in 5 quarters since.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.