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Artemis Investment Management’s Bank OZK OZK Stock Holding History

Artemis Investment 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
2025
Q4 		– Sell
-133,732
Closed -$6.82M – 213
2025
Q3 		$6.82M Sell
133,732
-34,853
-21% -$1.78M 0.08% 148
2025
Q2 		$7.93M Buy
168,585
+71,325
+73% +$3.12M 0.1% 157
2025
Q1 		$4.23M Buy
97,260
+13,087
+16% +$619K 0.06% 172
2024
Q4 		$3.75M Sell
84,173
-2,194
-3% -$100K 0.05% 184
2024
Q3 		$3.71M Sell
86,367
-1,997
-2% -$85K 0.06% 177
2024
Q2 		$3.62M Buy
+88,364
New +$3.84M 0.05% 174
2023
Q2 		– Sell
-159,929
Closed -$5.46M – 230
2023
Q1 		$5.46M Buy
+159,929
New +$6.71M 0.07% 174
2016
Q2 		– Sell
-172,900
Closed -$7.26M – 258
2016
Q1 		$7.26M Buy
+172,900
New +$7.28M 0.18% 122

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Artemis Investment Management's OZK Position: Q4 2025 in Review

Artemis Investment Management sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 133,732 shares — an estimated $6.82M sold.

Artemis Investment Management first reported a position in OZK in Q1 2016 and held it in 8 quarters. The position peaked at $7.93M in Q2 2025. 509 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Artemis Investment Management reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Artemis Investment Management sold 133,732 Bank OZK shares in Q4 2025, an estimated $6.82M.
  • Artemis Investment Management first reported a position in Bank OZK in Q1 2016 and held it in 8 quarters.
  • Artemis Investment Management's Bank OZK position peaked at $7.93M in Q2 2025.
  • 509 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Artemis Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.