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Total Wealth Planning & Management’s Bank OZK OZK Stock Holding History

Total Wealth Planning & Management’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 		$540K Buy
+11,760
New +$554K 0.4% 83

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

Total Wealth Planning & Management's OZK Position: Q1 2026 in Review

Total Wealth Planning & Management opened a new position in Bank OZK (OZK) in Q1 2026: 11,760 shares worth $540K. The stake represents 0.4% of the portfolio and ranks #83 among its holdings.

498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Total Wealth Planning & Management held 11,760 shares of Bank OZK worth $540K as of Q1 2026.
  • Bank OZK was a new Total Wealth Planning & Management position in Q1 2026.
  • Bank OZK made up 0.4% of Total Wealth Planning & Management's portfolio in Q1 2026, its #83 holding.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.