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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

SYM Financial Corp's OZK Position: Q4 2025 in Review

SYM Financial Corp sold out of Bank OZK (OZK) in Q4 2025, closing a stake of 5,880 shares — an estimated $300K sold.

SYM Financial Corp first reported a position in OZK in Q2 2025 and held it in 2 quarters. The position peaked at $300K in Q3 2025. 507 funds tracked by Wall St. Rank hold OZK as of Q4 2025.

SYM Financial Corp reported no remaining Bank OZK position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 5,880 Bank OZK shares in Q4 2025, an estimated $300K.
SYM Financial Corp first reported a position in Bank OZK in Q2 2025 and held it in 2 quarters.
SYM Financial Corp's Bank OZK position peaked at $300K in Q3 2025.
507 funds tracked by Wall St. Rank held Bank OZK as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.