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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
Q2 		$712K Buy
13,671
+1,911
+16% +$93K 0.48% 66
2026
Q1 		$540K Buy
+11,760
New +$554K 0.4% 83

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

Total Wealth Planning & Management's OZK Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Bank OZK (OZK) stake by 16% in Q2 2026, buying an estimated $93K and bringing the position to 13,671 shares worth $712K. The position accounts for 0.48% of the portfolio, ranked #66.

Total Wealth Planning & Management first reported a position in OZK in Q1 2026 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Total Wealth Planning & Management held 13,671 shares of Bank OZK worth $712K as of Q2 2026.
  • Total Wealth Planning & Management bought 1,911 Bank OZK shares in Q2 2026, an estimated $93K.
  • Bank OZK made up 0.48% of Total Wealth Planning & Management's portfolio in Q2 2026, its #66 holding.
  • Total Wealth Planning & Management first reported a position in Bank OZK in Q1 2026 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.