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

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

LRI Investments's OZK Position: Q2 2026 in Review

LRI Investments increased its Bank OZK (OZK) stake by 6.5% in Q2 2026, buying an estimated $390 and bringing the position to 131 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

LRI Investments first reported a position in OZK in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.5K in Q3 2024. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • LRI Investments held 131 shares of Bank OZK worth $6.82K as of Q2 2026.
  • LRI Investments bought 8 Bank OZK shares in Q2 2026, an estimated $390.
  • Bank OZK made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1075 holding.
  • LRI Investments first reported a position in Bank OZK in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Bank OZK position peaked at $27.5K in Q3 2024.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.