LPL Financial
OZK icon

LPL Financial’s Bank OZK OZK Stock Holding History

LPL Financial’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 		$20.5M Buy
447,283
+36,456
+9% +$1.72M 0.01% 1458
2025
Q4 		$18.9M Buy
410,827
+10,543
+3% +$493K 0.01% 1452
2025
Q3 		$20.4M Buy
400,284
+15,743
+4% +$804K 0.01% 1354
2025
Q2 		$18.1M Sell
384,541
-2,951
-0.8% -$129K 0.01% 1333
2025
Q1 		$16.8M Buy
387,492
+25,297
+7% +$1.2M 0.01% 1258
2024
Q4 		$16.1M Buy
362,195
+16,732
+5% +$765K 0.01% 1214
2024
Q3 		$14.9M Buy
345,463
+5,720
+2% +$244K 0.01% 1205
2024
Q2 		$13.9M Buy
339,743
+4,265
+1% +$186K 0.01% 1160
2024
Q1 		$15.3M Buy
335,478
+4,765
+1% +$213K 0.01% 1077
2023
Q4 		$16.5M Buy
330,713
+9,706
+3% +$400K 0.01% 967
2023
Q3 		$11.9M Buy
321,007
+10,400
+3% +$421K 0.01% 1061
2023
Q2 		$12.5M Buy
310,607
+7,554
+2% +$271K 0.01% 1019
2023
Q1 		$10.4M Buy
303,053
+11,597
+4% +$487K 0.01% 1064
2022
Q4 		$11.7M Buy
291,456
+3,800
+1% +$163K 0.01% 947
2022
Q3 		$11.4M Buy
287,656
+10,968
+4% +$441K 0.01% 893
2022
Q2 		$10.4M Buy
276,688
+6,465
+2% +$255K 0.01% 941
2022
Q1 		$11.5M Buy
270,223
+5,276
+2% +$246K 0.01% 916
2021
Q4 		$12.3M Buy
264,947
+4,628
+2% +$211K 0.01% 898
2021
Q3 		$11.2M Buy
260,319
+6,272
+2% +$261K 0.01% 898
2021
Q2 		$10.7M Sell
254,047
-1,922
-0.8% -$80.1K 0.01% 870
2021
Q1 		$10.5M Buy
255,969
+7,253
+3% +$286K 0.01% 810
2020
Q4 		$7.78M Buy
248,716
+1,168
+0.5% +$31.6K 0.01% 869
2020
Q3 		$5.28M Buy
247,548
+4,646
+2% +$108K 0.01% 928
2020
Q2 		$5.7M Buy
242,902
+15,719
+7% +$337K 0.01% 809
2020
Q1 		$3.79M Buy
227,183
+183,101
+415% +$4.71M 0.01% 863
2019
Q4 		$1.34M Buy
44,082
+11,447
+35% +$336K ﹤0.01% 1636
2019
Q3 		$890K Sell
32,635
-8,084
-20% -$225K ﹤0.01% 1823
2019
Q2 		$1.23M Buy
40,719
+1,895
+5% +$58.7K ﹤0.01% 1593
2019
Q1 		$1.13M Buy
38,824
+2,390
+7% +$72.3K ﹤0.01% 1578
2018
Q4 		$832K Buy
36,434
+7,602
+26% +$211K ﹤0.01% 1672
2018
Q3 		$1.09M Buy
28,832
+1,148
+4% +$47.1K ﹤0.01% 1609
2018
Q2 		$1.25M Buy
27,684
+171
+0.6% +$8.15K ﹤0.01% 1480
2018
Q1 		$1.33M Buy
27,513
+1,813
+7% +$91.7K ﹤0.01% 1394
2017
Q4 		$1.25M Buy
25,700
+4,351
+20% +$202K ﹤0.01% 1366
2017
Q3 		$1.03M Buy
21,349
+3,584
+20% +$160K ﹤0.01% 1411
2017
Q2 		$833K Buy
17,765
+11,364
+178% +$540K ﹤0.01% 1496
2017
Q1 		$327K Buy
6,401
+534
+9% +$28.7K ﹤0.01% 2134
2016
Q4 		$310K Buy
+5,867
New +$261K ﹤0.01% 2148
2016
Q2 		– Sell
-36,787
Closed -$1.54M – 2882
2016
Q1 		$1.54M Sell
36,787
-15,541
-30% -$654K ﹤0.01% 1355
2015
Q4 		$2.55M Buy
52,328
+38,125
+268% +$1.92M 0.01% 1021
2015
Q3 		$633K Sell
14,203
-284
-2% -$12.4K ﹤0.01% 1587
2015
Q2 		$655K Buy
14,487
+1,752
+14% +$74.5K ﹤0.01% 1684
2015
Q1 		$469K Buy
12,735
+4,623
+57% +$165K ﹤0.01% 1894
2014
Q4 		$308K Sell
8,112
-13,849
-63% -$483K ﹤0.01% 2135
2014
Q3 		$685K Buy
21,961
+14,899
+211% +$481K ﹤0.01% 1546
2014
Q2 		$236K Buy
+7,062
New +$219K ﹤0.01% 2374
2014
Q1 		– Sell
-10,294
Closed -$291K – 2706
2013
Q4 		$291K Buy
+10,294
New +$267K ﹤0.01% 2144

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

LPL Financial's OZK Position: Q1 2026 in Review

LPL Financial increased its Bank OZK (OZK) stake by 8.9% in Q1 2026, buying an estimated $1.72M and bringing the position to 447,283 shares worth $20.5M. The position accounts for 0.01% of the portfolio, ranked #1458.

LPL Financial first reported a position in OZK in Q4 2013 and has held it in 47 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • LPL Financial held 447,283 shares of Bank OZK worth $20.5M as of Q1 2026.
  • LPL Financial bought 36,456 Bank OZK shares in Q1 2026, an estimated $1.72M.
  • Bank OZK made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1458 holding.
  • LPL Financial first reported a position in Bank OZK in Q4 2013 and has held it in 47 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.