CPG
OZK icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return