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Rothschild Investment LLC’s Bank OZK OZK Stock Holding History

Rothschild Investment LLC’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 		$684K Buy
13,139
+13,071
+19,222% +$636K 0.03% 508
2026
Q1 		$3.12K Buy
68
+49
+258% +$2.31K ﹤0.01% 2323
2025
Q4 		$874 Buy
+19
New +$889 ﹤0.01% 2725

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

Rothschild Investment LLC's OZK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bank OZK (OZK) stake by 19,222% in Q2 2026, buying an estimated $636K and bringing the position to 13,139 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #508.

Rothschild Investment LLC first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Rothschild Investment LLC held 13,139 shares of Bank OZK worth $684K as of Q2 2026.
  • Rothschild Investment LLC bought 13,071 Bank OZK shares in Q2 2026, an estimated $636K.
  • Bank OZK made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #508 holding.
  • Rothschild Investment LLC first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.