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Burford Brothers’s Bank OZK OZK Stock Holding History

Burford Brothers’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 		$1.02M Sell
19,624
-64
-0.3% -$3.12K 0.38% 61
2026
Q1 		$903K Buy
19,688
+3,804
+24% +$179K 0.37% 63
2025
Q4 		$731K Buy
15,884
+2,798
+21% +$131K 0.3% 77
2025
Q3 		$667K Buy
13,086
+325
+3% +$16.6K 0.29% 87
2025
Q2 		$601K Buy
+12,761
New +$558K 0.28% 88

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Burford Brothers's OZK Position: Q2 2026 in Review

Burford Brothers reduced its Bank OZK (OZK) stake by 0.33% in Q2 2026, selling an estimated $3.12K and leaving 19,624 shares worth $1.02M. The position accounts for 0.38% of the portfolio, ranked #61.

Burford Brothers first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Burford Brothers held 19,624 shares of Bank OZK worth $1.02M as of Q2 2026.
  • Burford Brothers sold 64 Bank OZK shares in Q2 2026, an estimated $3.12K.
  • Bank OZK made up 0.38% of Burford Brothers's portfolio in Q2 2026, its #61 holding.
  • Burford Brothers first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.