Superior Planning, LLC’s Bank OZK OZK Stock Holding History

Superior Planning, LLC’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 Q3	$1.66K	Buy	+36	New	+$1.8K	﹤0.01%	1615

Other funds holding OZK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Giverny Capital Montreal, Quebec, Canada $2.92B AUM 9.57% 1-Year Est. Return

Superior Planning, LLC's OZK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bank OZK (OZK) in Q3 2026: 36 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #1615 among its holdings.

343 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

Superior Planning, LLC held 36 shares of Bank OZK worth $1.66K as of Q3 2026.
Bank OZK was a new Superior Planning, LLC position in Q3 2026.
Bank OZK made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1615 holding.
343 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.