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HUB Investment Partners’s Bank OZK OZK Stock Holding History

HUB Investment 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
2026
Q2 		$630K Buy
12,094
+3,894
+47% +$190K 0.01% 619
2026
Q1 		$376K Buy
8,200
+3,027
+59% +$143K 0.01% 691
2025
Q4 		$238K Sell
5,173
-593
-10% -$27.7K 0.01% 767
2025
Q3 		$294K Buy
+5,766
New +$295K 0.01% 551

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HUB Investment Partners's OZK Position: Q2 2026 in Review

HUB Investment Partners increased its Bank OZK (OZK) stake by 47% in Q2 2026, buying an estimated $190K and bringing the position to 12,094 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #619.

HUB Investment Partners first reported a position in OZK in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • HUB Investment Partners held 12,094 shares of Bank OZK worth $630K as of Q2 2026.
  • HUB Investment Partners bought 3,894 Bank OZK shares in Q2 2026, an estimated $190K.
  • Bank OZK made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #619 holding.
  • HUB Investment Partners first reported a position in Bank OZK in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.