Farmers & Merchants Investments Inc’s Bank OZK OZK Stock Holding History

Farmers & Merchants Investments Inc’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	$11.9K	Hold	228	–	–	﹤0.01%	739
2026 Q1	$10.5K	Hold	228	–	–	﹤0.01%	757
2025 Q4	$10.5K	Buy	228 +140	+159%	+$6.55K	﹤0.01%	741
2025 Q3	$4.49K	Hold	88	–	–	﹤0.01%	1016
2025 Q2	$4.14K	Buy	88 +9	+11%	+$394	﹤0.01%	1003
2025 Q1	$3.43K	Buy	79 +36	+84%	+$1.7K	﹤0.01%	1031
2024 Q4	$1.92K	Hold	43	–	–	﹤0.01%	1193
2024 Q3	$1.85K	Hold	43	–	–	﹤0.01%	1227
2024 Q2	$1.76K	Hold	43	–	–	﹤0.01%	1200
2024 Q1	$1.96K	Hold	43	–	–	﹤0.01%	1122
2023 Q4	$2.14K	Sell	43 -4	-9%	-$165	﹤0.01%	1062
2023 Q3	$1.74K	Hold	47	–	–	﹤0.01%	1093
2023 Q2	$1.89K	Sell	47 -5	-10%	-$179	﹤0.01%	1102
2023 Q1	$1.78K	Hold	52	–	–	﹤0.01%	1109
2022 Q4	$2.08K	Hold	52	–	–	﹤0.01%	1058
2022 Q3	$2K	Buy	+52	New	+$2.09K	﹤0.01%	1050
2021 Q3	–	Sell	-63	Closed	-$3K	–	1052
2021 Q2	$3K	Buy	+63	New	+$2.63K	﹤0.01%	847
2017 Q2	–	Sell	-169	Closed	-$9K	–	849
2017 Q1	$9K	Hold	169	–	–	﹤0.01%	499
2016 Q4	$9K	Sell	169 -27	-14%	-$1.2K	﹤0.01%	529
2016 Q3	$8K	Hold	196	–	–	﹤0.01%	503
2016 Q2	$7K	Buy	196 +19	+11%	+$749	﹤0.01%	506
2016 Q1	$7K	Buy	+177	New	+$7.45K	﹤0.01%	514

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Farmers & Merchants Investments Inc's OZK Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Bank OZK (OZK) position steady in Q2 2026 at 228 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Farmers & Merchants Investments Inc first reported a position in OZK in Q1 2016 and has held it in 22 quarters since. 303 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Farmers & Merchants Investments Inc held 228 shares of Bank OZK worth $11.9K as of Q2 2026.
Farmers & Merchants Investments Inc left its Bank OZK share count unchanged in Q2 2026.
Bank OZK made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #739 holding.
Farmers & Merchants Investments Inc first reported a position in Bank OZK in Q1 2016 and has held it in 22 quarters since.
303 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.