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Bank Ozk shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Bank Ozk (OZK) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Bank Ozk

Tip: Access up to 7 years of quarterly data

All positions including Bank Ozk held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Ozk by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $540k 12k 45.89

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Top funds holding Bank Ozk

Vanguard Group
BlackRock
Dimensional Fund Advisors
State Street Corporation
Daniel D. Thurber
Vanguard Portfolio Management
Vanguard Capital Management
Charles Schwab Investment Management
Geode Capital Management
American Century Companies
First Trust Advisors
Van Berkom & Associates
Goodman & Company, Investment Counsel
AQR Capital Management
Morgan Stanley

View all funds holding Bank Ozk