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Planning Strategies’s Bank OZK OZK Stock Holding History

Planning Strategies’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 		$104 Buy
+2
New +$97 ﹤0.01% 1030

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Planning Strategies's OZK Position: Q2 2026 in Review

Planning Strategies opened a new position in Bank OZK (OZK) in Q2 2026: 2 shares worth $104. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

493 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Planning Strategies held 2 shares of Bank OZK worth $104 as of Q2 2026.
  • Bank OZK was a new Planning Strategies position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1030 holding.
  • 493 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.