UBS Group
OZK icon

UBS Group’s Bank OZK OZK Stock Holding History

UBS 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
Q2 		– Sell
-12,500
Closed -$543K – 10682
2025
Q1 		$543K Buy
+12,500
New +$591K ﹤0.01% 5792
2024
Q1 		– Sell
-2,234,600
Closed -$111M – 9832
2023
Q4 		$111M Buy
2,234,600
+700,600
+46% +$28.9M 0.03% 527
2023
Q3 		$56.9M Sell
1,534,000
-239,900
-14% -$9.72M 0.02% 765
2023
Q2 		$71.2M Buy
1,773,900
+1,727,700
+3,740% +$62M 0.02% 639
2023
Q1 		$1.58M Buy
+46,200
New +$1.94M ﹤0.01% 3677

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

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.