Plan A Wealth’s Park National Corp PRK Stock Holding History

Plan A Wealth’s Portfolio PRK Stock Details PRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Hold	1,625	–	–	0.13%	126
2026 Q1	$266K	Hold	1,625	–	–	0.13%	131
2025 Q4	$247K	Hold	1,625	–	–	0.12%	139
2025 Q3	$264K	Hold	1,625	–	–	0.13%	126
2025 Q2	$272K	Hold	1,625	–	–	0.15%	118
2025 Q1	$246K	Hold	1,625	–	–	0.19%	92
2024 Q4	$279K	Buy	+1,625	New	+$293K	0.25%	65

Other funds holding PRK

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return