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Equibles

Cornerstone Planning Group LLC

Position in OZK — Bank OZK

CIK 1822587 FAIRFIELD, NJ
Back to OZK Full portfolio

Position in OZK

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$2,239
+$404 QoQ
Shares Held
43
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 528 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OZK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,316,235 across 65 Banks - Regional names. OZK ranks #33 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FITB
Fifth Third Bancorp
 4,748 $267,644
2 DB
Deutsche Bank Aktiengesellschaft
 7,724 $260,762
3 FNB
Fnb Corp/Pa/
 11,469 $218,828
4 USB
US Bancorp \De\
 1,174 $70,909
5 FCF
First Commonwealth Financial Corp /Pa/
 3,056 $62,128
6 PNC
Pnc Financial Services Group, Inc.
 198 $48,751
7 IBN
Icici Bank Ltd
 1,332 $38,667
8 LYG
Lloyds Banking Group plc
 5,203 $30,333

All Filings in OZK

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,239 43
2026-03-31 $1,835 40
2025-12-31 $1,840 40
2025-09-30 $2,039 40
2025-06-30 $1,882 40
2025-03-31 $1,738 40
2024-12-31 $1,781 40
2024-09-30 $1,719 40
2024-06-30 $1,640 40
2024-03-31 $1,818 40
2023-12-31 $1,993 40
2023-09-30 $1,482 40
2023-06-30 $6,425 160
2022-12-31 $6,409 160