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Comprehensive Financial Planning’s Bank OZK OZK Stock Holding History

Comprehensive Financial Planning’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 		– Sell
-35
Closed -$1.61K – 431
2025
Q4 		$1.61K Buy
+35
New +$1.64K ﹤0.01% 369

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Comprehensive Financial Planning's OZK Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 35 shares — an estimated $1.61K sold.

Comprehensive Financial Planning first reported a position in OZK in Q4 2025 and held it in 1 quarter. The position peaked at $1.61K in Q4 2025. 502 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 35 Bank OZK shares in Q1 2026, an estimated $1.61K.
  • Comprehensive Financial Planning first reported a position in Bank OZK in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Bank OZK position peaked at $1.61K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.