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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SYM Financial Corp's OZK Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Bank OZK (OZK) in Q2 2026: 4,942 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in OZK as recently as Q3 2025.

SYM Financial Corp first reported a position in OZK in Q2 2025 and has held it in 3 quarters since. The position peaked at $300K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • SYM Financial Corp held 4,942 shares of Bank OZK worth $257K as of Q2 2026.
  • Bank OZK was a new SYM Financial Corp position in Q2 2026.
  • Bank OZK made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #301 holding.
  • SYM Financial Corp first reported a position in Bank OZK in Q2 2025 and has held it in 3 quarters since.
  • SYM Financial Corp's Bank OZK position peaked at $300K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.