Brown Brothers Harriman & Co’s Bank OZK OZK Stock Holding History

Brown Brothers Harriman & Co’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	$7.71K	Hold	168	–	–	﹤0.01%	1401
2025 Q4	$7.73K	Hold	168	–	–	﹤0.01%	1401
2025 Q3	$8.56K	Buy	+168	New	+$8.58K	﹤0.01%	1309
2024 Q3	–	Sell	-711	Closed	-$29.2K	–	1464
2024 Q2	$29.2K	Sell	711 -194	-21%	-$8.44K	﹤0.01%	842
2024 Q1	$41.1K	Buy	+905	New	+$40.5K	﹤0.01%	789
2023 Q2	–	Sell	-1,248	Closed	-$42.7K	–	1295
2023 Q1	$42.7K	Hold	1,248	–	–	﹤0.01%	763
2022 Q4	$50K	Sell	1,248 -14	-1%	-$601	﹤0.01%	717
2022 Q3	$50K	Buy	1,262 +1,058	+519%	+$42.6K	﹤0.01%	739
2022 Q2	$8K	Buy	+204	New	+$8.05K	﹤0.01%	1057
2018 Q1	–	Sell	-223	Closed	-$11K	–	1035
2017 Q4	$11K	Buy	+223	New	+$10.4K	﹤0.01%	745

Other funds holding OZK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return