SPC
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
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

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sigma Planning Corp's OZK Position: Q2 2026 in Review

Sigma Planning Corp increased its Bank OZK (OZK) stake by 6.6% in Q2 2026, buying an estimated $23K and bringing the position to 7,671 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1018.

Sigma Planning Corp first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Sigma Planning Corp held 7,671 shares of Bank OZK worth $400K as of Q2 2026.
  • Sigma Planning Corp bought 472 Bank OZK shares in Q2 2026, an estimated $23K.
  • Bank OZK made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1018 holding.
  • Sigma Planning Corp first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.