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United Services Automobile Association’s Bank OZK OZK Stock Holding History

United Services Automobile Association’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
-6,780
Closed -$296K – 735
2025
Q1 		$296K Buy
+6,780
New +$321K 0.01% 830
2022
Q4 		– Sell
-11,607
Closed -$459K – 570
2022
Q3 		$459K Sell
11,607
-1,335
-10% -$53.7K 0.01% 438
2022
Q2 		$486K Buy
+12,942
New +$511K 0.01% 429
2019
Q3 		– Sell
-157,490
Closed -$4.74M – 1340
2019
Q2 		$4.74M Buy
157,490
+33,800
+27% +$1.05M 0.01% 818
2019
Q1 		$3.58M Buy
123,690
+104,800
+555% +$3.17M 0.01% 908
2018
Q4 		$431K Hold
18,890
– – ﹤0.01% 1626
2018
Q3 		$717K Hold
18,890
– – ﹤0.01% 1511
2018
Q2 		$851K Hold
18,890
– – ﹤0.01% 1450
2018
Q1 		$912K Buy
+18,890
New +$956K ﹤0.01% 1434
2017
Q1 		– Sell
-16,935
Closed -$891K – 1358
2016
Q4 		$891K Sell
16,935
-23,700
-58% -$1.06M ﹤0.01% 1120
2016
Q3 		$1.56M Buy
40,635
+24,500
+152% +$929K 0.01% 1037
2016
Q2 		$599K Buy
+16,135
New +$636K ﹤0.01% 1136

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Services Automobile Association's OZK Position: Q2 2025 in Review

United Services Automobile Association sold out of Bank OZK (OZK) in Q2 2025, closing a stake of 6,780 shares — an estimated $296K sold.

United Services Automobile Association first reported a position in OZK in Q2 2016 and held it in 12 quarters. The position peaked at $4.74M in Q2 2019. 473 funds tracked by Wall St. Rank hold OZK as of Q2 2025.

  • United Services Automobile Association reported no remaining Bank OZK position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 6,780 Bank OZK shares in Q2 2025, an estimated $296K.
  • United Services Automobile Association first reported a position in Bank OZK in Q2 2016 and held it in 12 quarters.
  • United Services Automobile Association's Bank OZK position peaked at $4.74M in Q2 2019.
  • 473 funds tracked by Wall St. Rank held Bank OZK as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.