UB
OZK icon

UMB Bank’s Bank OZK OZK Stock Holding History

UMB Bank’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 		$82.7K Sell
1,588
-8
-0.5% -$390 ﹤0.01% 1127
2026
Q1 		$73.2K Sell
1,596
-31
-2% -$1.46K ﹤0.01% 1107
2025
Q4 		$74.9K Buy
1,627
+334
+26% +$15.6K ﹤0.01% 1078
2025
Q3 		$65.9K Buy
1,293
+7
+0.5% +$358 ﹤0.01% 1038
2025
Q2 		$60.5K Sell
1,286
-194
-13% -$8.49K ﹤0.01% 1047
2025
Q1 		$64.3K Buy
1,480
+1,410
+2,014% +$66.7K ﹤0.01% 948
2024
Q4 		$3.12K Buy
70
+8
+13% +$366 ﹤0.01% 1844
2024
Q3 		$2.67K Sell
62
-57
-48% -$2.43K ﹤0.01% 1910
2024
Q2 		$4.88K Buy
119
+50
+72% +$2.17K ﹤0.01% 1442
2024
Q1 		$3.14K Sell
69
-42
-38% -$1.88K ﹤0.01% 1440
2023
Q4 		$5.53K Sell
111
-86
-44% -$3.54K ﹤0.01% 1395
2023
Q3 		$7.3K Buy
197
+111
+129% +$4.5K ﹤0.01% 1349
2023
Q2 		$3.45K Hold
86
– – ﹤0.01% 1462
2023
Q1 		$2.94K Hold
86
– – ﹤0.01% 1483
2022
Q4 		$3K Hold
86
– – ﹤0.01% 1513
2022
Q3 		$3K Sell
86
-11
-11% -$443 ﹤0.01% 1550
2022
Q2 		$4K Hold
97
– – ﹤0.01% 1631
2022
Q1 		$4K Hold
97
– – ﹤0.01% 1712
2021
Q4 		$5K Buy
+97
New +$4.42K ﹤0.01% 1645

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

UMB Bank's OZK Position: Q2 2026 in Review

UMB Bank reduced its Bank OZK (OZK) stake by 0.5% in Q2 2026, selling an estimated $390 and leaving 1,588 shares worth $82.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

UMB Bank first reported a position in OZK in Q4 2021 and has held it in 19 quarters since. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • UMB Bank held 1,588 shares of Bank OZK worth $82.7K as of Q2 2026.
  • UMB Bank sold 8 Bank OZK shares in Q2 2026, an estimated $390.
  • Bank OZK made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1127 holding.
  • UMB Bank first reported a position in Bank OZK in Q4 2021 and has held it in 19 quarters since.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.