SYM Financial Corp
OZK icon

SYM Financial Corp’s Bank OZK OZK Stock Holding History

SYM Financial Corp’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,942
Closed -$257K – 578
2026
Q2 		$257K Buy
+4,942
New +$241K 0.02% 301
2025
Q4 		– Sell
-5,880
Closed -$300K – 445
2025
Q3 		$300K Buy
5,880
+1,313
+29% +$67.1K 0.03% 220
2025
Q2 		$215K Buy
+4,567
New +$200K 0.02% 295

Other funds holding OZK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SYM Financial Corp's OZK Position: Q3 2026 in Review

SYM Financial Corp sold out of Bank OZK (OZK) in Q3 2026, closing a stake of 4,942 shares — an estimated $257K sold.

SYM Financial Corp first reported a position in OZK in Q2 2025 and held it in 3 quarters. The position peaked at $300K in Q3 2025. 205 funds tracked by Wall St. Rank hold OZK as of Q3 2026.

  • SYM Financial Corp reported no remaining Bank OZK position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 4,942 Bank OZK shares in Q3 2026, an estimated $257K.
  • SYM Financial Corp first reported a position in Bank OZK in Q2 2025 and held it in 3 quarters.
  • SYM Financial Corp's Bank OZK position peaked at $300K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Bank OZK as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.