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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
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 $5.72T 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

Pinnacle Wealth Planning Services's OZK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Bank OZK (OZK) stake by 3.4% in Q1 2026, selling an estimated $6.31K and leaving 3,783 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #528.

Pinnacle Wealth Planning Services first reported a position in OZK in Q4 2020 and has held it in 4 quarters since. The position peaked at $215K in Q4 2023. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,783 shares of Bank OZK worth $174K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 134 Bank OZK shares in Q1 2026, an estimated $6.31K.
  • Bank OZK made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #528 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bank OZK in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Bank OZK position peaked at $215K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.