Kovitz Investment Group Partners
OZK icon

Kovitz Investment Group Partners’s Bank OZK OZK Stock Holding History

Kovitz Investment Group Partners’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
-137,240
Closed -$7M – 1058
2025
Q3 		$7M Buy
137,240
+13,073
+11% +$668K 0.03% 397
2025
Q2 		$5.84M Buy
124,167
+726
+0.6% +$31.8K 0.03% 420
2025
Q1 		$5.36M Buy
123,441
+20,992
+20% +$993K 0.03% 396
2024
Q4 		$4.56M Sell
102,449
-1,655
-2% -$75.7K 0.02% 415
2024
Q3 		$4.44M Sell
104,104
-1,911
-2% -$81.4K 0.03% 359
2024
Q2 		$4.35M Sell
106,015
-6,832
-6% -$297K 0.04% 308
2024
Q1 		$5.13M Sell
112,847
-962
-0.8% -$43.1K 0.07% 202
2023
Q4 		$5.67M Sell
113,809
-9,598
-8% -$396K 0.09% 132
2023
Q3 		$4.57M Sell
123,407
-1,721
-1% -$69.7K 0.08% 156
2023
Q2 		$5.03M Sell
125,128
-312
-0.2% -$11.2K 0.07% 154
2023
Q1 		$4.29M Buy
125,440
+2,231
+2% +$93.6K 0.07% 169
2022
Q4 		$4.94M Buy
123,209
+1,265
+1% +$54.3K 0.1% 158
2022
Q3 		$4.82M Buy
121,944
+546
+0.4% +$22K 0.11% 144
2022
Q2 		$4.56M Buy
121,398
+1,465
+1% +$57.8K 0.1% 159
2022
Q1 		$5.12M Buy
+119,933
New +$5.59M 0.1% 157
2021
Q4 		– Sell
-115,749
Closed -$4.97M – 449
2021
Q3 		$4.97M Buy
+115,749
New +$4.82M 0.1% 145

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Kovitz Investment Group Partners's OZK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 137,240 shares — an estimated $7M sold.

Kovitz Investment Group Partners first reported a position in OZK in Q3 2021 and held it in 16 quarters. The position peaked at $7M in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 137,240 Bank OZK shares in Q4 2025, an estimated $7M.
  • Kovitz Investment Group Partners first reported a position in Bank OZK in Q3 2021 and held it in 16 quarters.
  • Kovitz Investment Group Partners's Bank OZK position peaked at $7M in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.