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 $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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 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

UBS Group's OZK Position: Q2 2026 in Review

UBS Group increased its Bank OZK (OZK) stake by 20% in Q2 2026, buying an estimated $4.36M and bringing the position to 545,546 shares worth $28.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

UBS Group first reported a position in OZK in Q4 2014 and has held it in 47 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • UBS Group held 545,546 shares of Bank OZK worth $28.4M as of Q2 2026.
  • UBS Group bought 89,466 Bank OZK shares in Q2 2026, an estimated $4.36M.
  • Bank OZK made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2315 holding.
  • UBS Group first reported a position in Bank OZK in Q4 2014 and has held it in 47 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.