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Synergy Investment Management’s Bank OZK OZK Stock Holding History

Synergy Investment Management’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 		$464 Buy
+9
New +$438 ﹤0.01% 1035

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

Synergy Investment Management's OZK Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Bank OZK (OZK) in Q2 2026: 9 shares worth $464. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Synergy Investment Management held 9 shares of Bank OZK worth $464 as of Q2 2026.
  • Bank OZK was a new Synergy Investment Management position in Q2 2026.
  • Bank OZK made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1035 holding.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.