Bank OZK’s Baron Financials ETF BCFN Stock Holding History

Bank OZK’s Portfolio BCFN Stock Details BCFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$465K	Hold	21,889	–	–	0.14%	112
2026 Q1	$457K	Sell	21,889 -540	-2%	-$12.2K	0.16%	107
2025 Q4	$558K	Buy	+22,429	New	+$562K	0.2%	100

Other funds holding BCFN

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank OZK's BCFN Position: Q2 2026 in Review

Bank OZK held its Baron Financials ETF (BCFN) position steady in Q2 2026 at 21,889 shares worth $465K. The position accounts for 0.14% of the portfolio, ranked #112.

Bank OZK first reported a position in BCFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q2 2026.

Bank OZK held 21,889 shares of Baron Financials ETF worth $465K as of Q2 2026.
Bank OZK left its Baron Financials ETF share count unchanged in Q2 2026.
Baron Financials ETF made up 0.14% of Bank OZK's portfolio in Q2 2026, its #112 holding.
Bank OZK first reported a position in Baron Financials ETF in Q4 2025 and has held it in 3 quarters since.
Bank OZK's Baron Financials ETF position peaked at $558K in Q4 2025.
9 funds tracked by Wall St. Rank held Baron Financials ETF as of Q2 2026.

Based on Bank OZK's 13F filing for Q2 2026, filed 17 Aug 2026.