Governors Lane’s Bank OZK OZK Stock Holding History

Governors Lane’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
2025 Q2	–	Sell	-125,195	Closed	-$5.44M	–	137
2025 Q1	$5.44M	Buy	+125,195	New	+$5.92M	0.62%	48

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Governors Lane's OZK Position: Q2 2025 in Review

Governors Lane sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 125,195 shares — an estimated $5.44M sold.

Governors Lane first reported a position in OZK in Q1 2025 and held it in 1 quarter. The position peaked at $5.44M in Q1 2025. 472 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

Governors Lane reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
Governors Lane sold 125,195 Bank OZK shares in Q2 2025, an estimated $5.44M.
Governors Lane first reported a position in Bank OZK in Q1 2025 and held it in 1 quarter.
Governors Lane's Bank OZK position peaked at $5.44M in Q1 2025.
472 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on Governors Lane's 13F filing for Q2 2025, filed 14 Aug 2025.