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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
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 $5.72T 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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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

Burford Brothers's OZK Position: Q1 2026 in Review

Burford Brothers increased its Bank OZK (OZK) stake by 24% in Q1 2026, buying an estimated $179K and bringing the position to 19,688 shares worth $903K. The position accounts for 0.37% of the portfolio, ranked #63.

Burford Brothers first reported a position in OZK in Q2 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Burford Brothers held 19,688 shares of Bank OZK worth $903K as of Q1 2026.
  • Burford Brothers bought 3,804 Bank OZK shares in Q1 2026, an estimated $179K.
  • Bank OZK made up 0.37% of Burford Brothers's portfolio in Q1 2026, its #63 holding.
  • Burford Brothers first reported a position in Bank OZK in Q2 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.