Empirical Wealth Management’s Bank OZK OZK Stock Holding History

Empirical Wealth 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	$660K	Buy	12,677 +3,932	+45%	+$191K	0.01%	552
2026 Q1	$401K	Buy	+8,745	New	+$412K	0.01%	667

Other funds holding OZK

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

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Empirical Wealth Management's OZK Position: Q2 2026 in Review

Empirical Wealth Management increased its Bank OZK (OZK) stake by 45% in Q2 2026, buying an estimated $191K and bringing the position to 12,677 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #552.

Empirical Wealth Management first reported a position in OZK in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Empirical Wealth Management held 12,677 shares of Bank OZK worth $660K as of Q2 2026.
Empirical Wealth Management bought 3,932 Bank OZK shares in Q2 2026, an estimated $191K.
Bank OZK made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #552 holding.
Empirical Wealth Management first reported a position in Bank OZK in Q1 2026 and has held it in 2 quarters since.
158 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.