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Lighthouse Investment Partners’s Bank OZK OZK Stock Holding History

Lighthouse Investment Partners’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 		$3.76M Buy
72,212
+8,322
+13% +$405K 0.1% 252
2026
Q1 		$2.93M Sell
63,890
-2,249
-3% -$106K 0.1% 269
2025
Q4 		$3.04M Buy
+66,139
New +$3.09M 0.09% 272
2024
Q3 		– Sell
-5,115
Closed -$210K – 524
2024
Q2 		$210K Buy
+5,115
New +$223K 0.01% 378

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's OZK Position: Q2 2026 in Review

Lighthouse Investment Partners increased its Bank OZK (OZK) stake by 13% in Q2 2026, buying an estimated $405K and bringing the position to 72,212 shares worth $3.76M. The position accounts for 0.1% of the portfolio, ranked #252.

Lighthouse Investment Partners first reported a position in OZK in Q2 2024 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Lighthouse Investment Partners held 72,212 shares of Bank OZK worth $3.76M as of Q2 2026.
  • Lighthouse Investment Partners bought 8,322 Bank OZK shares in Q2 2026, an estimated $405K.
  • Bank OZK made up 0.1% of Lighthouse Investment Partners's portfolio in Q2 2026, its #252 holding.
  • Lighthouse Investment Partners first reported a position in Bank OZK in Q2 2024 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.