UBS Group’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.9M | Sell |
456,080
-75,763
| -14% | -$3.57M | ﹤0.01% | 2528 |
|
|
2025
Q4 | $24.5M | Buy |
531,843
+63,051
| +13% | +$2.95M | ﹤0.01% | 2392 |
|
|
2025
Q3 | $23.9M | Buy |
468,792
+112,439
| +32% | +$5.74M | ﹤0.01% | 2365 |
|
|
2025
Q2 | $16.8M | Sell |
356,353
-21,686
| -6% | -$949K | ﹤0.01% | 2558 |
|
|
2025
Q1 | $16.4M | Buy |
378,039
+25,159
| +7% | +$1.19M | ﹤0.01% | 2547 |
|
|
2024
Q4 | $15.7M | Buy |
352,880
+99,988
| +40% | +$4.57M | ﹤0.01% | 2592 |
|
|
2024
Q3 | $10.9M | Sell |
252,892
-20,281
| -7% | -$864K | ﹤0.01% | 2284 |
|
|
2024
Q2 | $11.2M | Buy |
273,173
+177,701
| +186% | +$7.73M | ﹤0.01% | 2125 |
|
|
2024
Q1 | $4.34M | Sell |
95,472
-189
| -0.2% | -$8.46K | ﹤0.01% | 3121 |
|
|
2023
Q4 | $4.77M | Sell |
95,661
-1,914
| -2% | -$78.9K | ﹤0.01% | 2836 |
|
|
2023
Q3 | $3.62M | Buy |
97,575
+58,085
| +147% | +$2.35M | ﹤0.01% | 2887 |
|
|
2023
Q2 | $1.59M | Buy |
39,490
+1,877
| +5% | +$67.3K | ﹤0.01% | 3761 |
|
|
2023
Q1 | $1.29M | Sell |
37,613
-115,406
| -75% | -$4.84M | ﹤0.01% | 3880 |
|
|
2022
Q4 | $6.13M | Buy |
153,019
+67,523
| +79% | +$2.9M | ﹤0.01% | 2310 |
|
|
2022
Q3 | $3.38M | Sell |
85,496
-34,451
| -29% | -$1.39M | ﹤0.01% | 2695 |
|
|
2022
Q2 | $4.5M | Buy |
119,947
+2,062
| +2% | +$81.4K | ﹤0.01% | 2463 |
|
|
2022
Q1 | $5.03M | Sell |
117,885
-7,829
| -6% | -$365K | ﹤0.01% | 2530 |
|
|
2021
Q4 | $5.85M | Buy |
125,714
+51,122
| +69% | +$2.33M | ﹤0.01% | 2656 |
|
|
2021
Q3 | $3.21M | Sell |
74,592
-255,025
| -77% | -$10.6M | ﹤0.01% | 3146 |
|
|
2021
Q2 | $13.9M | Buy |
329,617
+121,805
| +59% | +$5.08M | ﹤0.01% | 1774 |
|
|
2021
Q1 | $8.49M | Buy |
207,812
+32,710
| +19% | +$1.29M | ﹤0.01% | 2102 |
|
|
2020
Q4 | $5.47M | Sell |
175,102
-72,126
| -29% | -$1.95M | ﹤0.01% | 2358 |
|
|
2020
Q3 | $5.27M | Buy |
247,228
+210,409
| +571% | +$4.9M | ﹤0.01% | 2151 |
|
|
2020
Q2 | $864K | Buy |
36,819
+18,326
| +99% | +$393K | ﹤0.01% | 3636 |
|
|
2020
Q1 | $309K | Sell |
18,493
-171,946
| -90% | -$4.42M | ﹤0.01% | 4374 |
|
|
2019
Q4 | $5.81M | Buy |
190,439
+62,100
| +48% | +$1.82M | ﹤0.01% | 2475 |
|
|
2019
Q3 | $3.5M | Sell |
128,339
-9,050
| -7% | -$252K | ﹤0.01% | 2728 |
|
|
2019
Q2 | $4.13M | Buy |
137,389
+6,889
| +5% | +$214K | ﹤0.01% | 2486 |
|
|
2019
Q1 | $3.78M | Buy |
130,500
+104,512
| +402% | +$3.16M | ﹤0.01% | 2428 |
|
|
2018
Q4 | $593K | Sell |
25,988
-1,702
| -6% | -$47.2K | ﹤0.01% | 4139 |
|
|
2018
Q3 | $1.05M | Sell |
27,690
-42,277
| -60% | -$1.74M | ﹤0.01% | 3803 |
|
|
2018
Q2 | $3.15M | Sell |
69,967
-15,895
| -19% | -$757K | ﹤0.01% | 2750 |
|
|
2018
Q1 | $4.14M | Sell |
85,862
-26,850
| -24% | -$1.36M | ﹤0.01% | 2483 |
|
|
2017
Q4 | $5.46M | Buy |
112,712
+11,236
| +11% | +$522K | ﹤0.01% | 2269 |
|
|
2017
Q3 | $4.88M | Buy |
101,476
+18,526
| +22% | +$825K | ﹤0.01% | 2235 |
|
|
2017
Q2 | $3.89M | Sell |
82,950
-100,653
| -55% | -$4.79M | ﹤0.01% | 2384 |
|
|
2017
Q1 | $9.55M | Sell |
183,603
-113,759
| -38% | -$6.12M | 0.01% | 1542 |
|
|
2016
Q4 | $15.6M | Buy |
297,362
+84,613
| +40% | +$3.77M | 0.01% | 1183 |
|
|
2016
Q3 | $8.17M | Buy |
212,749
+116,804
| +122% | +$4.43M | ﹤0.01% | 1589 |
|
|
2016
Q2 | $3.6M | Sell |
95,945
-44
| -0% | -$1.73K | ﹤0.01% | 2267 |
|
|
2016
Q1 | $4.03M | Buy |
95,989
+21,471
| +29% | +$904K | ﹤0.01% | 2061 |
|
|
2015
Q4 | $3.69M | Buy |
74,518
+29,678
| +66% | +$1.49M | ﹤0.01% | 2229 |
|
|
2015
Q3 | $1.96M | Buy |
44,840
+137
| +0.3% | +$5.97K | ﹤0.01% | 2757 |
|
|
2015
Q2 | $2.04M | Buy |
44,703
+15,806
| +55% | +$672K | ﹤0.01% | 2959 |
|
|
2015
Q1 | $1.07M | Buy |
28,897
+15,136
| +110% | +$539K | ﹤0.01% | 3514 |
|
|
2014
Q4 | $522K | Buy |
+13,761
| New | +$480K | ﹤0.01% | 4161 |
|
Other funds holding OZK
WA
VPM
VCM
UBS Group's OZK Position: Q1 2026 in Review
UBS Group reduced its Bank OZK (OZK) stake by 14% in Q1 2026, selling an estimated $3.57M and leaving 456,080 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2528.
UBS Group first reported a position in OZK in Q4 2014 and has held it in 46 quarters since. The position peaked at $24.5M in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.
- UBS Group held 456,080 shares of Bank OZK worth $20.9M as of Q1 2026.
- UBS Group sold 75,763 Bank OZK shares in Q1 2026, an estimated $3.57M.
- Bank OZK made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2528 holding.
- UBS Group first reported a position in Bank OZK in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Bank OZK position peaked at $24.5M in Q4 2025.
- 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.