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Twin Lions Management’s Bank OZK OZK Stock Holding History

Twin Lions 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 		$25.3M Hold
485,160
– – 19.82% 1
2026
Q1 		$22.3M Buy
485,160
+86,500
+22% +$4.08M 13.45% 3
2025
Q4 		$18.3M Buy
398,660
+102,645
+35% +$4.8M 12.37% 4
2025
Q3 		$15.1M Sell
296,015
-44,315
-13% -$2.26M 9.93% 4
2025
Q2 		$16M Buy
340,330
+63,800
+23% +$2.79M 10.43% 4
2025
Q1 		$12M Buy
276,530
+17,918
+7% +$848K 11.56% 5
2024
Q4 		$11.5M Buy
+258,612
New +$11.8M 11.18% 5

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

Twin Lions Management's OZK Position: Q2 2026 in Review

Twin Lions Management held its Bank OZK (OZK) position steady in Q2 2026 at 485,160 shares worth $25.3M. The position accounts for 19.82% of the portfolio, ranked #1.

Twin Lions Management first reported a position in OZK in Q4 2024 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Twin Lions Management held 485,160 shares of Bank OZK worth $25.3M as of Q2 2026.
  • Twin Lions Management left its Bank OZK share count unchanged in Q2 2026.
  • Bank OZK made up 19.82% of Twin Lions Management's portfolio in Q2 2026, its #1 holding.
  • Twin Lions Management first reported a position in Bank OZK in Q4 2024 and has held it in 7 quarters since.
  • 524 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Twin Lions Management's 13F filing for Q2 2026, filed 14 Aug 2026.