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Cornerstone Planning Group’s Bank OZK OZK Stock Holding History

Cornerstone Planning Group’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 		$2.19K Buy
43
+3
+8% +$146 ﹤0.01% 1305
2026
Q1 		$1.94K Hold
40
– – ﹤0.01% 1307
2025
Q4 		$1.87K Hold
40
– – ﹤0.01% 1206
2025
Q3 		$1.78K Hold
40
– – ﹤0.01% 1188
2025
Q2 		$1.95K Hold
40
– – ﹤0.01% 956
2025
Q1 		$1.68K Hold
40
– – ﹤0.01% 1026
2024
Q4 		$2.05K Hold
40
– – ﹤0.01% 790
2024
Q3 		$1.77K Hold
40
– – ﹤0.01% 799
2024
Q2 		$1.65K Hold
40
– – ﹤0.01% 825
2024
Q1 		$1.87K Hold
40
– – ﹤0.01% 673
2023
Q4 		$1.99K Hold
40
– – ﹤0.01% 638
2023
Q3 		$1.48K Sell
40
-120
-75% -$4.86K ﹤0.01% 716
2023
Q2 		$6.43K Buy
+160
New +$5.74K ﹤0.01% 804
2022
Q4 		$6.42K Buy
+160
New +$6.87K ﹤0.01% 782

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cornerstone Planning Group's OZK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Bank OZK (OZK) stake by 7.5% in Q2 2026, buying an estimated $146 and bringing the position to 43 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Cornerstone Planning Group first reported a position in OZK in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.43K in Q2 2023. 527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Cornerstone Planning Group held 43 shares of Bank OZK worth $2.19K as of Q2 2026.
  • Cornerstone Planning Group bought 3 Bank OZK shares in Q2 2026, an estimated $146.
  • Bank OZK made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1305 holding.
  • Cornerstone Planning Group first reported a position in Bank OZK in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Bank OZK position peaked at $6.43K in Q2 2023.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.