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 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 $716M AUM 21.09% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Bank OZK's BCFN Position: Q1 2026 in Review

Bank OZK reduced its Baron Financials ETF (BCFN) stake by 2.4% in Q1 2026, selling an estimated $12.2K and leaving 21,889 shares worth $457K. The position accounts for 0.16% of the portfolio, ranked #107.

Bank OZK first reported a position in BCFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $558K in Q4 2025. 9 funds tracked by Wall St. Rank hold BCFN as of Q1 2026.

Bank OZK held 21,889 shares of Baron Financials ETF worth $457K as of Q1 2026.
Bank OZK sold 540 Baron Financials ETF shares in Q1 2026, an estimated $12.2K.
Baron Financials ETF made up 0.16% of Bank OZK's portfolio in Q1 2026, its #107 holding.
Bank OZK first reported a position in Baron Financials ETF in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.