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 Q3	$175K	Buy	3,808 +22	+0.6%	+$1.1K	0.02%	555
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Pinnacle Wealth Planning Services's OZK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Bank OZK (OZK) stake by 0.58% in Q3 2026, buying an estimated $1.1K and bringing the position to 3,808 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #555.

Pinnacle Wealth Planning Services first reported a position in OZK in Q4 2020 and has held it in 6 quarters since. The position peaked at $215K in Q4 2023. 292 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

Pinnacle Wealth Planning Services held 3,808 shares of Bank OZK worth $175K as of Q3 2026.
Pinnacle Wealth Planning Services bought 22 Bank OZK shares in Q3 2026, an estimated $1.1K.
Bank OZK made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #555 holding.
Pinnacle Wealth Planning Services first reported a position in Bank OZK in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Bank OZK position peaked at $215K in Q4 2023.
292 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.