Lazard Asset Management
OZK icon

Lazard Asset Management’s Bank OZK OZK Stock Holding History

Lazard Asset Management’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 		$1.24M Buy
26,914
+3,510
+15% +$165K ﹤0.01% 1096
2025
Q4 		$1.08M Buy
23,404
+1,266
+6% +$59.2K ﹤0.01% 1125
2025
Q3 		$1.13M Sell
22,138
-2,779
-11% -$142K ﹤0.01% 1099
2025
Q2 		$1.17M Buy
24,917
+1,555
+7% +$68K ﹤0.01% 1238
2025
Q1 		$1.01M Sell
23,362
-22,214
-49% -$1.05M ﹤0.01% 1218
2024
Q4 		$2.03M Sell
45,576
-25,873
-36% -$1.18M ﹤0.01% 878
2024
Q3 		$3.07M Sell
71,449
-90,283
-56% -$3.84M ﹤0.01% 759
2024
Q2 		$6.63M Buy
161,732
+140,754
+671% +$6.12M 0.01% 607
2024
Q1 		$952K Sell
20,978
-21,358
-50% -$956K ﹤0.01% 935
2023
Q4 		$2.11M Sell
42,336
-29,564
-41% -$1.22M ﹤0.01% 844
2023
Q3 		$2.66M Buy
71,900
+15,985
+29% +$648K ﹤0.01% 823
2023
Q2 		$2.24M Buy
55,915
+45,927
+460% +$1.65M ﹤0.01% 870
2023
Q1 		$341K Buy
9,988
+1,405
+16% +$59K ﹤0.01% 1186
2022
Q4 		$343K Sell
8,583
-11,322
-57% -$486K ﹤0.01% 1191
2022
Q3 		$787K Sell
19,905
-6,092
-23% -$245K ﹤0.01% 1024
2022
Q2 		$974K Buy
25,997
+25,398
+4,240% +$1M ﹤0.01% 1006
2022
Q1 		$25K Buy
+599
New +$27.9K ﹤0.01% 2023
2020
Q1 		– Sell
-465
Closed -$14K – 1694
2019
Q4 		$14K Buy
+465
New +$13.6K ﹤0.01% 1330
2018
Q3 		– Sell
-192,820
Closed -$8.68M – 1092
2018
Q2 		$8.68M Buy
192,820
+6,845
+4% +$326K 0.02% 466
2018
Q1 		$8.98M Sell
185,975
-136,308
-42% -$6.9M 0.02% 449
2017
Q4 		$15.6M Buy
322,283
+133,848
+71% +$6.21M 0.03% 348
2017
Q3 		$9.05M Buy
+188,435
New +$8.39M 0.02% 460
2016
Q1 		– Sell
-3,820
Closed -$188K – 1086
2015
Q4 		$188K Buy
3,820
+520
+16% +$26.1K ﹤0.01% 831
2015
Q3 		$144K Buy
+3,300
New +$144K ﹤0.01% 822

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

Lazard Asset Management's OZK Position: Q1 2026 in Review

Lazard Asset Management increased its Bank OZK (OZK) stake by 15% in Q1 2026, buying an estimated $165K and bringing the position to 26,914 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Lazard Asset Management first reported a position in OZK in Q3 2015 and has held it in 24 quarters since. The position peaked at $15.6M in Q4 2017. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Lazard Asset Management held 26,914 shares of Bank OZK worth $1.24M as of Q1 2026.
  • Lazard Asset Management bought 3,510 Bank OZK shares in Q1 2026, an estimated $165K.
  • Bank OZK made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1096 holding.
  • Lazard Asset Management first reported a position in Bank OZK in Q3 2015 and has held it in 24 quarters since.
  • Lazard Asset Management's Bank OZK position peaked at $15.6M in Q4 2017.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.