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Lodestone Wealth Management’s Bank OZK OZK Stock Holding History

Lodestone Wealth 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
Q2 		$3.91K Hold
75
– – ﹤0.01% 623
2026
Q1 		$3.44K Hold
75
– – ﹤0.01% 626
2025
Q4 		$3.45K Buy
+75
New +$3.51K ﹤0.01% 632

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

Lodestone Wealth Management's OZK Position: Q2 2026 in Review

Lodestone Wealth Management held its Bank OZK (OZK) position steady in Q2 2026 at 75 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Lodestone Wealth Management first reported a position in OZK in Q4 2025 and has held it in 3 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Lodestone Wealth Management held 75 shares of Bank OZK worth $3.91K as of Q2 2026.
  • Lodestone Wealth Management left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Lodestone Wealth Management first reported a position in Bank OZK in Q4 2025 and has held it in 3 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.