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OZK icon

Lindbrook Capital’s Bank OZK OZK Stock Holding History

Lindbrook Capital’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
Q1 		$19.7K Hold
453
– – ﹤0.01% 1358
2024
Q4 		$20.2K Hold
453
– – ﹤0.01% 1286
2024
Q3 		$19.5K Sell
453
-41
-8% -$1.75K ﹤0.01% 1313
2024
Q2 		$20.3K Buy
494
+263
+114% +$11.4K ﹤0.01% 1235
2024
Q1 		$10.5K Hold
231
– – ﹤0.01% 1546
2023
Q4 		$11.5K Buy
231
+54
+31% +$2.23K ﹤0.01% 1476
2023
Q3 		$6.56K Hold
177
– – ﹤0.01% 1638
2023
Q2 		$7.11K Buy
177
+42
+31% +$1.51K ﹤0.01% 1645
2023
Q1 		$4.62K Buy
135
+58
+75% +$2.43K ﹤0.01% 1883
2022
Q4 		$3.08K Sell
77
-3
-4% -$129 ﹤0.01% 2041
2022
Q3 		$3K Sell
80
-13
-14% -$523 ﹤0.01% 1907
2022
Q2 		$3K Buy
93
+23
+33% +$908 ﹤0.01% 1823
2022
Q1 		$3K Hold
70
– – ﹤0.01% 1858
2021
Q4 		$3K Hold
70
– – ﹤0.01% 1687
2021
Q3 		$3K Hold
70
– – ﹤0.01% 1429
2021
Q2 		$3K Hold
70
– – ﹤0.01% 1492
2021
Q1 		$3K Hold
70
– – ﹤0.01% 1449
2020
Q4 		$2K Hold
70
– – ﹤0.01% 1488
2020
Q3 		$1K Hold
70
– – ﹤0.01% 1615
2020
Q2 		$2K Buy
70
+40
+133% +$858 ﹤0.01% 1419
2020
Q1 		$1K Sell
30
-804
-96% -$20.7K ﹤0.01% 1521
2019
Q4 		$25K Hold
834
– – 0.01% 664
2019
Q3 		$23K Hold
834
– – 0.01% 656
2019
Q2 		$25K Hold
834
– – 0.01% 621
2019
Q1 		$24K Buy
834
+425
+104% +$12.9K 0.01% 638
2018
Q4 		$9K Buy
+409
New +$11.3K ﹤0.01% 855

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindbrook Capital's OZK Position: Q1 2025 in Review

Lindbrook Capital held its Bank OZK (OZK) position steady in Q1 2025 at 453 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Lindbrook Capital first reported a position in OZK in Q4 2018 and has held it in 26 quarters since. The position peaked at $25K in Q4 2019. 481 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Lindbrook Capital held 453 shares of Bank OZK worth $19.7K as of Q1 2025.
  • Lindbrook Capital left its Bank OZK share count unchanged in Q1 2025.
  • Bank OZK made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1358 holding.
  • Lindbrook Capital first reported a position in Bank OZK in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Bank OZK position peaked at $25K in Q4 2019.
  • 481 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.