LI
OZK icon

LRI Investments’s Bank OZK OZK Stock Holding History

LRI Investments’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 		$6.82K Buy
131
+8
+7% +$390 ﹤0.01% 1075
2026
Q1 		$5.64K Buy
123
+77
+167% +$3.63K ﹤0.01% 1061
2025
Q4 		$2.12K Sell
46
-109
-70% -$5.1K ﹤0.01% 1201
2025
Q3 		$7.9K Sell
155
-334
-68% -$17.1K ﹤0.01% 923
2025
Q2 		$23K Hold
489
– – ﹤0.01% 679
2025
Q1 		$21.2K Hold
489
– – ﹤0.01% 661
2024
Q4 		$21.8K Sell
489
-86
-15% -$3.93K ﹤0.01% 647
2024
Q3 		$27.5K Sell
575
-93
-14% -$3.96K ﹤0.01% 601
2024
Q2 		$27.4K Buy
668
+150
+29% +$6.53K ﹤0.01% 565
2024
Q1 		$23.5K Buy
+518
New +$23.2K 0.01% 356

Other funds holding OZK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return