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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
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 $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

Lighthouse Investment Partners's OZK Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its Bank OZK (OZK) stake by 3.4% in Q1 2026, selling an estimated $106K and leaving 63,890 shares worth $2.93M. The position accounts for 0.1% of the portfolio, ranked #269.

Lighthouse Investment Partners first reported a position in OZK in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.04M in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Lighthouse Investment Partners held 63,890 shares of Bank OZK worth $2.93M as of Q1 2026.
  • Lighthouse Investment Partners sold 2,249 Bank OZK shares in Q1 2026, an estimated $106K.
  • Bank OZK made up 0.1% of Lighthouse Investment Partners's portfolio in Q1 2026, its #269 holding.
  • Lighthouse Investment Partners first reported a position in Bank OZK in Q2 2024 and has held it in 3 quarters since.
  • Lighthouse Investment Partners's Bank OZK position peaked at $3.04M in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.