Schroder Investment Management Group
OZK icon

Schroder Investment Management Group’s Bank OZK OZK Stock Holding History

Schroder Investment Management Group’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
-109,839
Closed -$5.62M – 1196
2025
Q3 		$5.62M Buy
109,839
+70,619
+180% +$3.61M ﹤0.01% 754
2025
Q2 		$1.85M Buy
+39,220
New +$1.72M ﹤0.01% 921
2024
Q3 		– Sell
-132,311
Closed -$5.42M – 1245
2024
Q2 		$5.42M Sell
132,311
-3,569
-3% -$155K 0.01% 763
2024
Q1 		$6.18M Buy
+135,880
New +$6.08M 0.01% 745
2023
Q3 		– Sell
-92,511
Closed -$3.72M – 1233
2023
Q2 		$3.72M Sell
92,511
-67,509
-42% -$2.42M 0.01% 839
2023
Q1 		$5.47M Sell
160,020
-349,783
-69% -$14.7M 0.01% 765
2022
Q4 		$20.4M Buy
509,803
+74,447
+17% +$3.2M 0.03% 457
2022
Q3 		$17.2M Sell
435,356
-24,993
-5% -$1.01M 0.03% 485
2022
Q2 		$17.3M Buy
460,349
+38,079
+9% +$1.5M 0.03% 499
2022
Q1 		$18.4M Sell
422,270
-16,239
-4% -$757K 0.02% 519
2021
Q4 		$20.4M Buy
438,509
+120,575
+38% +$5.5M 0.03% 463
2021
Q3 		$13.7M Sell
317,934
-35,290
-10% -$1.47M 0.02% 567
2021
Q2 		$14.9M Buy
353,224
+69,105
+24% +$2.88M 0.02% 581
2021
Q1 		$11.6M Buy
284,119
+216,953
+323% +$8.54M 0.02% 625
2020
Q4 		$2.1M Sell
67,166
-11,079
-14% -$299K ﹤0.01% 988
2020
Q3 		$1.73M Buy
+78,245
New +$1.82M ﹤0.01% 918

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

Schroder Investment Management Group's OZK Position: Q4 2025 in Review

Schroder Investment Management Group sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 109,839 shares — an estimated $5.62M sold.

Schroder Investment Management Group first reported a position in OZK in Q3 2020 and held it in 16 quarters. The position peaked at $20.4M in Q4 2022. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

  • Schroder Investment Management Group reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 109,839 Bank OZK shares in Q4 2025, an estimated $5.62M.
  • Schroder Investment Management Group first reported a position in Bank OZK in Q3 2020 and held it in 16 quarters.
  • Schroder Investment Management Group's Bank OZK position peaked at $20.4M in Q4 2022.
  • 507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

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