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Pinnacle Wealth Planning Services’s Bank OZK OZK Stock Holding History

Pinnacle Wealth Planning Services’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 		$197K Buy
3,786
+3
+0.1% +$146 0.02% 527
2026
Q1 		$174K Sell
3,783
-134
-3% -$6.31K 0.02% 528
2025
Q4 		$180K Buy
+3,917
New +$183K 0.02% 501
2024
Q1 		– Sell
-4,314
Closed -$215K – 526
2023
Q4 		$215K Buy
+4,314
New +$178K 0.03% 375
2021
Q1 		– Sell
-2,706
Closed -$84K – 1467
2020
Q4 		$84K Buy
+2,706
New +$73.1K 0.02% 547

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

Pinnacle Wealth Planning Services's OZK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Bank OZK (OZK) stake by 0.08% in Q2 2026, buying an estimated $146 and bringing the position to 3,786 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #527.

Pinnacle Wealth Planning Services first reported a position in OZK in Q4 2020 and has held it in 5 quarters since. The position peaked at $215K in Q4 2023. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,786 shares of Bank OZK worth $197K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Bank OZK shares in Q2 2026, an estimated $146.
  • Bank OZK made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #527 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bank OZK in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Bank OZK position peaked at $215K in Q4 2023.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.