Lido Advisors
OZK icon

Lido Advisors’s Bank OZK OZK Stock Holding History

Lido Advisors’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 		$355K Buy
+6,823
New +$332K ﹤0.01% 1664
2024
Q2 		– Sell
-28,690
Closed -$1.3M – 1463
2024
Q1 		$1.3M Buy
+28,690
New +$1.28M 0.01% 556
2023
Q3 		– Sell
-53,603
Closed -$2.15M – 1280
2023
Q2 		$2.15M Buy
53,603
+2,414
+5% +$86.6K 0.02% 357
2023
Q1 		$1.75M Buy
+51,189
New +$2.15M 0.02% 368
2022
Q3 		– Sell
-26,577
Closed -$997K – 1014
2022
Q2 		$997K Buy
26,577
+15,040
+130% +$593K 0.01% 358
2022
Q1 		$492K Buy
+11,537
New +$538K 0.01% 608

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

Lido Advisors's OZK Position: Q2 2026 in Review

Lido Advisors opened a new position in Bank OZK (OZK) in Q2 2026: 6,823 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #1664 among its holdings. This is a return to the name: Lido Advisors previously reported a position in OZK as recently as Q1 2024.

Lido Advisors first reported a position in OZK in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.15M in Q2 2023. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Lido Advisors held 6,823 shares of Bank OZK worth $355K as of Q2 2026.
  • Bank OZK was a new Lido Advisors position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1664 holding.
  • Lido Advisors first reported a position in Bank OZK in Q1 2022 and has held it in 6 quarters since.
  • Lido Advisors's Bank OZK position peaked at $2.15M in Q2 2023.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.