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United Capital Financial Advisors’s Bank OZK OZK Stock Holding History

United Capital Financial 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 		$373K Sell
8,132
-114
-1% -$5.37K ﹤0.01% 1218
2025
Q4 		$379K Sell
8,246
-1,631
-17% -$76.3K ﹤0.01% 1080
2025
Q3 		$504K Buy
+9,877
New +$505K ﹤0.01% 855
2021
Q3 		– Sell
-5,441
Closed -$229K – 1234
2021
Q2 		$229K Buy
+5,441
New +$227K ﹤0.01% 1119
2019
Q3 		– Sell
-21,254
Closed -$640K – 1434
2019
Q2 		$640K Sell
21,254
-84
-0.4% -$2.6K ﹤0.01% 958
2019
Q1 		$618K Buy
21,338
+946
+5% +$28.6K ﹤0.01% 920
2018
Q4 		$466K Sell
20,392
-4,541
-18% -$126K ﹤0.01% 943
2018
Q3 		$946K Buy
24,933
+4,675
+23% +$192K 0.01% 797
2018
Q2 		$912K Sell
20,258
-3,052
-13% -$145K 0.01% 782
2018
Q1 		$1.13M Sell
23,310
-66
-0.3% -$3.34K 0.01% 751
2017
Q4 		$1.13M Sell
23,376
-320
-1% -$14.9K 0.01% 752
2017
Q3 		$1.14M Buy
23,696
+15,081
+175% +$672K 0.01% 745
2017
Q2 		$404K Buy
8,615
+293
+4% +$13.9K ﹤0.01% 982
2017
Q1 		$433K Buy
8,322
+352
+4% +$18.9K ﹤0.01% 947
2016
Q4 		$419K Buy
7,970
+272
+4% +$12.1K ﹤0.01% 977
2016
Q3 		$296K Buy
7,698
+298
+4% +$11.3K ﹤0.01% 1080
2016
Q2 		$281K Hold
7,400
– – ﹤0.01% 1056
2016
Q1 		$311K Sell
7,400
-54
-0.7% -$2.27K ﹤0.01% 996
2015
Q4 		$369K Sell
7,454
-814
-10% -$40.9K ﹤0.01% 962
2015
Q3 		$362K Sell
8,268
-12
-0.1% -$523 ﹤0.01% 997
2015
Q2 		$379K Buy
8,280
+600
+8% +$25.5K ﹤0.01% 1015
2015
Q1 		$298K Hold
7,680
– – ﹤0.01% 1074
2014
Q4 		$291K Hold
7,680
– – ﹤0.01% 977
2014
Q3 		$242K Buy
+7,680
New +$248K ﹤0.01% 983
2014
Q2 		– Sell
-7,648
Closed -$260K – 892
2014
Q1 		$260K Buy
+7,648
New +$238K 0.01% 814

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

United Capital Financial Advisors's OZK Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Bank OZK (OZK) stake by 1.4% in Q1 2026, selling an estimated $5.37K and leaving 8,132 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

United Capital Financial Advisors first reported a position in OZK in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.14M in Q3 2017. 499 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • United Capital Financial Advisors held 8,132 shares of Bank OZK worth $373K as of Q1 2026.
  • United Capital Financial Advisors sold 114 Bank OZK shares in Q1 2026, an estimated $5.37K.
  • Bank OZK made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1218 holding.
  • United Capital Financial Advisors first reported a position in Bank OZK in Q1 2014 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Bank OZK position peaked at $1.14M in Q3 2017.
  • 499 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.