Planning Strategies Inc.’s Bank OZK OZK Stock Holding History

Planning Strategies Inc.’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	$104	Buy	+2	New	+$97	﹤0.01%	1030

Other funds holding OZK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $381M AUM 42.16% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Planning Strategies Inc.'s OZK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Bank OZK (OZK) in Q2 2026: 2 shares worth $104. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

133 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

Planning Strategies Inc. held 2 shares of Bank OZK worth $104 as of Q2 2026.
Bank OZK was a new Planning Strategies Inc. position in Q2 2026.
Bank OZK made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1030 holding.
133 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.