Universal-Beteiligungs- und Servicegesellschaft’s Bank OZK OZK Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$1.39M	Buy	26,722 +1,211	+5%	+$59K	﹤0.01%	1433
2026 Q1	$1.17M	Sell	25,511 -5,985	-19%	-$282K	﹤0.01%	1452
2025 Q4	$1.45M	Buy	31,496 +19,398	+160%	+$907K	﹤0.01%	1371
2025 Q3	$617K	Buy	12,098 +2,026	+20%	+$103K	﹤0.01%	1702
2025 Q2	$474K	Buy	10,072 +1,466	+17%	+$64.1K	﹤0.01%	1697
2025 Q1	$374K	Buy	+8,606	New	+$407K	﹤0.01%	1728

Other funds holding OZK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's OZK Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Bank OZK (OZK) stake by 4.7% in Q2 2026, buying an estimated $59K and bringing the position to 26,722 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in OZK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2025. 349 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 26,722 shares of Bank OZK worth $1.39M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 1,211 Bank OZK shares in Q2 2026, an estimated $59K.
Bank OZK made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1433 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Bank OZK in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Bank OZK position peaked at $1.45M in Q4 2025.
349 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.