UA
OZK icon

Unison Advisors’s Bank OZK OZK Stock Holding History

Unison Advisors’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 		$706K Buy
15,382
+140
+0.9% +$6.6K 0.05% 142
2025
Q4 		$701K Buy
15,242
+143
+0.9% +$6.69K 0.06% 135
2025
Q3 		$770K Buy
15,099
+127
+0.8% +$6.49K 0.07% 119
2025
Q2 		$705K Buy
14,972
+161
+1% +$7.04K 0.08% 122
2025
Q1 		$644K Buy
14,811
+119
+0.8% +$5.63K 0.08% 131
2024
Q4 		$654K Buy
14,692
+131
+0.9% +$5.99K 0.08% 132
2024
Q3 		$626K Buy
14,561
+138
+1% +$5.88K 0.08% 147
2024
Q2 		$591K Buy
14,423
+126
+0.9% +$5.48K 0.07% 136
2024
Q1 		$650K Buy
14,297
+106
+0.7% +$4.75K 0.06% 130
2023
Q4 		$707K Buy
14,191
+137
+1% +$5.65K 0.08% 110
2023
Q3 		$521K Buy
14,054
+121
+0.9% +$4.9K 0.06% 130
2023
Q2 		$560K Buy
13,933
+138
+1% +$4.95K 0.06% 115
2023
Q1 		$472K Buy
13,795
+139
+1% +$5.83K 0.05% 137
2022
Q4 		$547K Buy
13,656
+79
+0.6% +$3.39K 0.07% 117
2022
Q3 		$537K Buy
13,577
+3,380
+33% +$136K 0.1% 108
2022
Q2 		$383K Buy
10,197
+72
+0.7% +$2.84K 0.1% 119
2022
Q1 		$432K Buy
10,125
+62
+0.6% +$2.89K 0.1% 118
2021
Q4 		$468K Buy
10,063
+64
+0.6% +$2.92K 0.11% 117
2021
Q3 		$430K Buy
9,999
+66
+0.7% +$2.75K 0.11% 117
2021
Q2 		$419K Buy
9,933
+66
+0.7% +$2.75K 0.08% 123
2021
Q1 		$403K Buy
9,867
+79
+0.8% +$3.11K 0.08% 127
2020
Q4 		$306K Buy
9,788
+115
+1% +$3.11K 0.07% 137
2020
Q3 		$206K Buy
9,673
+111
+1% +$2.59K 0.06% 133
2020
Q2 		$224K Buy
+9,562
New +$205K 0.08% 118
2020
Q1 		– Sell
-9,332
Closed -$285K – 159
2019
Q4 		$285K Buy
9,332
+79
+0.9% +$2.32K 0.21% 113
2019
Q3 		$252K Buy
9,253
+70
+0.8% +$1.95K 0.19% 121
2019
Q2 		$276K Buy
9,183
+66
+0.7% +$2.05K 0.21% 113
2019
Q1 		$264K Hold
9,117
– – 0.2% 119
2018
Q4 		$208K Buy
+9,117
New +$253K 0.16% 142

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

Unison Advisors's OZK Position: Q1 2026 in Review

Unison Advisors increased its Bank OZK (OZK) stake by 0.92% in Q1 2026, buying an estimated $6.6K and bringing the position to 15,382 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #142.

Unison Advisors first reported a position in OZK in Q4 2018 and has held it in 29 quarters since. The position peaked at $770K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Unison Advisors held 15,382 shares of Bank OZK worth $706K as of Q1 2026.
  • Unison Advisors bought 140 Bank OZK shares in Q1 2026, an estimated $6.6K.
  • Bank OZK made up 0.05% of Unison Advisors's portfolio in Q1 2026, its #142 holding.
  • Unison Advisors first reported a position in Bank OZK in Q4 2018 and has held it in 29 quarters since.
  • Unison Advisors's Bank OZK position peaked at $770K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Unison Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.