Sigma Planning Corp
OZK icon

Sigma Planning Corp’s Bank OZK OZK Stock Holding History

Sigma Planning Corp’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 		$360K Buy
7,833
+162
+2% +$8.08K 0.01% 979
2026
Q2 		$400K Buy
7,671
+472
+7% +$23K 0.01% 1018
2026
Q1 		$330K Buy
7,199
+908
+14% +$42.8K 0.01% 1019
2025
Q4 		$290K Buy
6,291
+713
+13% +$33.4K 0.01% 1044
2025
Q3 		$284K Buy
5,578
+436
+8% +$22.3K 0.01% 1051
2025
Q2 		$242K Buy
+5,142
New +$225K 0.01% 1079

Other funds holding OZK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Sigma Planning Corp's OZK Position: Q3 2026 in Review

Sigma Planning Corp increased its Bank OZK (OZK) stake by 2.1% in Q3 2026, buying an estimated $8.08K and bringing the position to 7,833 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #979.

Sigma Planning Corp first reported a position in OZK in Q2 2025 and has held it in 6 quarters since. The position peaked at $400K in Q2 2026. 240 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • Sigma Planning Corp held 7,833 shares of Bank OZK worth $360K as of Q3 2026.
  • Sigma Planning Corp bought 162 Bank OZK shares in Q3 2026, an estimated $8.08K.
  • Bank OZK made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #979 holding.
  • Sigma Planning Corp first reported a position in Bank OZK in Q2 2025 and has held it in 6 quarters since.
  • Sigma Planning Corp's Bank OZK position peaked at $400K in Q2 2026.
  • 240 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.