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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
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 $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

HUB Investment Partners's OZK Position: Q1 2026 in Review

HUB Investment Partners increased its Bank OZK (OZK) stake by 59% in Q1 2026, buying an estimated $143K and bringing the position to 8,200 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #691.

HUB Investment Partners first reported a position in OZK in Q3 2025 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • HUB Investment Partners held 8,200 shares of Bank OZK worth $376K as of Q1 2026.
  • HUB Investment Partners bought 3,027 Bank OZK shares in Q1 2026, an estimated $143K.
  • Bank OZK made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #691 holding.
  • HUB Investment Partners first reported a position in Bank OZK in Q3 2025 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.