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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
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

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

Sigma Planning Corp's OZK Position: Q1 2026 in Review

Sigma Planning Corp increased its Bank OZK (OZK) stake by 14% in Q1 2026, buying an estimated $42.8K and bringing the position to 7,199 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1019.

Sigma Planning Corp first reported a position in OZK in Q2 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Sigma Planning Corp held 7,199 shares of Bank OZK worth $330K as of Q1 2026.
  • Sigma Planning Corp bought 908 Bank OZK shares in Q1 2026, an estimated $42.8K.
  • Bank OZK made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1019 holding.
  • Sigma Planning Corp first reported a position in Bank OZK in Q2 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.