Creative Planning’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.83M | Sell |
39,806
-12,592
| -24% | -$593K | ﹤0.01% | 1969 |
|
|
2025
Q4 | $2.41M | Buy |
52,398
+27,159
| +108% | +$1.27M | ﹤0.01% | 1581 |
|
|
2025
Q3 | $1.29M | Buy |
25,239
+4,805
| +24% | +$245K | ﹤0.01% | 1890 |
|
|
2025
Q2 | $962K | Sell |
20,434
-154
| -0.7% | -$6.74K | ﹤0.01% | 1884 |
|
|
2025
Q1 | $895K | Buy |
20,588
+552
| +3% | +$26.1K | ﹤0.01% | 1801 |
|
|
2024
Q4 | $892K | Buy |
20,036
+1,137
| +6% | +$52K | ﹤0.01% | 1730 |
|
|
2024
Q3 | $812K | Sell |
18,899
-532
| -3% | -$22.7K | ﹤0.01% | 1688 |
|
|
2024
Q2 | $797K | Buy |
19,431
+3,999
| +26% | +$174K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $702K | Buy |
15,432
+2,816
| +22% | +$126K | ﹤0.01% | 1593 |
|
|
2023
Q4 | $629K | Buy |
12,616
+1,669
| +15% | +$68.8K | ﹤0.01% | 1537 |
|
|
2023
Q3 | $406K | Buy |
10,947
+295
| +3% | +$12K | ﹤0.01% | 1709 |
|
|
2023
Q2 | $428K | Buy |
+10,652
| New | +$382K | ﹤0.01% | 1660 |
|
|
2023
Q1 | – | Sell |
-8,690
| Closed | -$348K | – | 2737 |
|
|
2022
Q4 | $348K | Buy |
8,690
+789
| +10% | +$33.9K | ﹤0.01% | 1631 |
|
|
2022
Q3 | $313K | Buy |
7,901
+1,424
| +22% | +$57.3K | ﹤0.01% | 1624 |
|
|
2022
Q2 | $243K | Buy |
6,477
+1,272
| +24% | +$50.2K | ﹤0.01% | 1759 |
|
|
2022
Q1 | $222K | Buy |
5,205
+57
| +1% | +$2.66K | ﹤0.01% | 1829 |
|
|
2021
Q4 | $240K | Buy |
5,148
+63
| +1% | +$2.87K | ﹤0.01% | 1770 |
|
|
2021
Q3 | $219K | Sell |
5,085
-75
| -1% | -$3.13K | ﹤0.01% | 1810 |
|
|
2021
Q2 | $218K | Sell |
5,160
-226
| -4% | -$9.42K | ﹤0.01% | 1758 |
|
|
2021
Q1 | $220K | Sell |
5,386
-1,280
| -19% | -$50.4K | ﹤0.01% | 2027 |
|
|
2020
Q4 | $208K | Buy |
+6,666
| New | +$180K | ﹤0.01% | 1877 |
|
|
2017
Q4 | – | Sell |
-5,696
| Closed | -$274K | – | 1982 |
|
|
2017
Q3 | $274K | Buy |
5,696
+2,775
| +95% | +$124K | ﹤0.01% | 1382 |
|
|
2017
Q2 | $137K | Sell |
2,921
-1,635
| -36% | -$77.7K | ﹤0.01% | 1760 |
|
|
2017
Q1 | $237K | Buy |
4,556
+1,436
| +46% | +$77.3K | ﹤0.01% | 1393 |
|
|
2016
Q4 | $164K | Sell |
3,120
-1,551
| -33% | -$69.1K | ﹤0.01% | 1522 |
|
|
2016
Q3 | $179K | Buy |
4,671
+2,664
| +133% | +$101K | ﹤0.01% | 1460 |
|
|
2016
Q2 | $75K | Buy |
2,007
+1,007
| +101% | +$39.7K | ﹤0.01% | 1851 |
|
|
2016
Q1 | $42K | Buy |
1,000
+200
| +25% | +$8.42K | ﹤0.01% | 2222 |
|
|
2015
Q4 | $40K | Hold |
800
| – | – | ﹤0.01% | 2299 |
|
|
2015
Q3 | $35K | Buy |
+800
| New | +$34.9K | ﹤0.01% | 2315 |
|
|
2015
Q2 | – | Sell |
-1,001
| Closed | -$37K | – | 2416 |
|
|
2015
Q1 | $37K | Sell |
1,001
-40
| -4% | -$1.42K | ﹤0.01% | 2235 |
|
|
2014
Q4 | $39K | Buy |
1,041
+241
| +30% | +$8.41K | ﹤0.01% | 2172 |
|
|
2014
Q3 | $25K | Hold |
800
| – | – | ﹤0.01% | 2393 |
|
|
2014
Q2 | $27K | Buy |
+800
| New | +$24.8K | ﹤0.01% | 2303 |
|
|
2013
Q4 | – | Sell |
-416
| Closed | -$10K | – | 3419 |
|
|
2013
Q3 | $10K | Hold |
416
| – | – | ﹤0.01% | 2467 |
|
|
2013
Q2 | $9K | Buy |
+416
| New | +$8.86K | ﹤0.01% | 2325 |
|
Other funds holding OZK
WA
VPM
VCM
Creative Planning's OZK Position: Q1 2026 in Review
Creative Planning reduced its Bank OZK (OZK) stake by 24% in Q1 2026, selling an estimated $593K and leaving 39,806 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.
Creative Planning first reported a position in OZK in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.41M in Q4 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.
- Creative Planning held 39,806 shares of Bank OZK worth $1.83M as of Q1 2026.
- Creative Planning sold 12,592 Bank OZK shares in Q1 2026, an estimated $593K.
- Bank OZK made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1969 holding.
- Creative Planning first reported a position in Bank OZK in Q2 2013 and has held it in 36 quarters since.
- Creative Planning's Bank OZK position peaked at $2.41M in Q4 2025.
- 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.