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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return