Back to OZKAP
Creative Planning OZKAP Position History
Bank OZK • Financial Services
Quarters held
10
Latest value
$2.9M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13K |
| Q3 2025 | $1.3M |
| Q3 2025 | $36K |
| Q3 2025 | $538K |
| Q4 2025 | $2.4M |
| Q1 2026 | $1.8M |
| Q2 2026 | $11K |
| Q2 2026 | $3.7M |
| Q3 2026 | $10K |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 64.1K | — | — |
| Q3 2026 | $10K | 209 | — | — |
| Q2 2026 | $3.7M | 70.4K | — | — |
| Q2 2026 | $11K | 209 | — | — |
| Q1 2026 | $1.8M | 39.8K | — | — |
| Q4 2025 | $2.4M | 52.4K | — | — |
| Q3 2025 | $538K | 19.3K | — | — |
| Q3 2025 | $36K | 709 | — | — |
| Q3 2025 | $1.3M | 24.5K | — | — |
| Q3 2025 | $13K | 474 | — | — |
Other funds holding OZKAP
$379.2M
$319.6M
$316.5M
$316.5M
$281.7M
$281.1M
$244.6M
$168.4M