BC
OZK icon

Burney Company’s Bank OZK OZK Stock Holding History

Burney Company’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 		$702K Buy
13,470
+75
+0.6% +$3.65K 0.02% 408
2026
Q1 		$615K Sell
13,395
-7,146
-35% -$337K 0.02% 406
2025
Q4 		$945K Sell
20,541
-1,378
-6% -$64.5K 0.03% 340
2025
Q3 		$1.12M Buy
21,919
+6,314
+40% +$323K 0.04% 299
2025
Q2 		$734K Sell
15,605
-148
-0.9% -$6.47K 0.02% 349
2025
Q1 		$684K Hold
15,753
– – 0.02% 365
2024
Q4 		$701K Sell
15,753
-4,232
-21% -$194K 0.02% 368
2024
Q3 		$859K Sell
19,985
-720
-3% -$30.7K 0.03% 345
2024
Q2 		$849K Hold
20,705
– – 0.03% 339
2024
Q1 		$941K Hold
20,705
– – 0.04% 345
2023
Q4 		$1.03M Hold
20,705
– – 0.04% 325
2023
Q3 		$768K Hold
20,705
– – 0.04% 343
2023
Q2 		$831K Sell
20,705
-675
-3% -$24.2K 0.04% 338
2023
Q1 		$731K Hold
21,380
– – 0.04% 351
2022
Q4 		$856K Hold
21,380
– – 0.04% 320
2022
Q3 		$846K Hold
21,380
– – 0.05% 330
2022
Q2 		$802K Hold
21,380
– – 0.04% 335
2022
Q1 		$913K Hold
21,380
– – 0.04% 341
2021
Q4 		$995K Sell
21,380
-30
-0.1% -$1.37K 0.04% 324
2021
Q3 		$920K Hold
21,410
– – 0.04% 317
2021
Q2 		$903K Hold
21,410
– – 0.04% 336
2021
Q1 		$875K Sell
21,410
-550
-3% -$21.7K 0.04% 326
2020
Q4 		$687K Sell
21,960
-600
-3% -$16.2K 0.04% 332
2020
Q3 		$481K Sell
22,560
-400
-2% -$9.32K 0.03% 358
2020
Q2 		$539K Hold
22,960
– – 0.04% 333
2020
Q1 		$383K Sell
22,960
-650
-3% -$16.7K 0.03% 322
2019
Q4 		$720K Buy
23,610
+30
+0.1% +$880 0.04% 301
2019
Q3 		$643K Buy
23,580
+11,180
+90% +$311K 0.04% 304
2019
Q2 		$373K Hold
12,400
– – 0.02% 361
2019
Q1 		$359K Hold
12,400
– – 0.02% 358
2018
Q4 		$283K Hold
12,400
– – 0.02% 370
2018
Q3 		$471K Sell
12,400
-30
-0.2% -$1.23K 0.03% 333
2018
Q2 		$560K Buy
12,430
+30
+0.2% +$1.43K 0.03% 304
2018
Q1 		$599K Buy
+12,400
New +$627K 0.04% 281

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Burney Company's OZK Position: Q2 2026 in Review

Burney Company increased its Bank OZK (OZK) stake by 0.56% in Q2 2026, buying an estimated $3.65K and bringing the position to 13,470 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #408.

Burney Company first reported a position in OZK in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.12M in Q3 2025. 49 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Burney Company held 13,470 shares of Bank OZK worth $702K as of Q2 2026.
  • Burney Company bought 75 Bank OZK shares in Q2 2026, an estimated $3.65K.
  • Bank OZK made up 0.02% of Burney Company's portfolio in Q2 2026, its #408 holding.
  • Burney Company first reported a position in Bank OZK in Q1 2018 and has held it in 34 quarters since.
  • Burney Company's Bank OZK position peaked at $1.12M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.