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Turning Point Benefit Group’s Bank OZK OZK Stock Holding History

Turning Point Benefit Group’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 		– Sell
-4
Closed -$184 – 581
2025
Q4 		$184 Hold
4
– – ﹤0.01% 765
2025
Q3 		$202 Buy
+4
New +$204 ﹤0.01% 652

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

Turning Point Benefit Group's OZK Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Bank OZK (OZK) in Q1 2026, closing a stake of 4 shares — an estimated $184 sold.

Turning Point Benefit Group first reported a position in OZK in Q3 2025 and held it in 2 quarters. The position peaked at $202 in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Bank OZK position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 4 Bank OZK shares in Q1 2026, an estimated $184.
  • Turning Point Benefit Group first reported a position in Bank OZK in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Bank OZK position peaked at $202 in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.