Unison Advisors’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
Q2 | $809K | Buy |
15,527
+145
| +0.9% | +$7.06K | 0.06% | 127 |
|
|
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
WA
Unison Advisors's OZK Position: Q2 2026 in Review
Unison Advisors increased its Bank OZK (OZK) stake by 0.94% in Q2 2026, buying an estimated $7.06K and bringing the position to 15,527 shares worth $809K. The position accounts for 0.06% of the portfolio, ranked #127.
Unison Advisors first reported a position in OZK in Q4 2018 and has held it in 30 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.
- Unison Advisors held 15,527 shares of Bank OZK worth $809K as of Q2 2026.
- Unison Advisors bought 145 Bank OZK shares in Q2 2026, an estimated $7.06K.
- Bank OZK made up 0.06% of Unison Advisors's portfolio in Q2 2026, its #127 holding.
- Unison Advisors first reported a position in Bank OZK in Q4 2018 and has held it in 30 quarters since.
- 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.
Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.