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Syon Capital’s Bank OZK OZK Stock Holding History

Syon Capital’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
Q1 		$430K Sell
9,361
-860
-8% -$40.5K 0.02% 614
2025
Q4 		$470K Sell
10,221
-3,930
-28% -$184K 0.02% 587
2025
Q3 		$721K Buy
14,151
+6,666
+89% +$341K 0.04% 353
2025
Q2 		$352K Buy
+7,485
New +$327K 0.02% 488

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Syon Capital's OZK Position: Q1 2026 in Review

Syon Capital reduced its Bank OZK (OZK) stake by 8.4% in Q1 2026, selling an estimated $40.5K and leaving 9,361 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #614.

Syon Capital first reported a position in OZK in Q2 2025 and has held it in 4 quarters since. The position peaked at $721K in Q3 2025. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • Syon Capital held 9,361 shares of Bank OZK worth $430K as of Q1 2026.
  • Syon Capital sold 860 Bank OZK shares in Q1 2026, an estimated $40.5K.
  • Bank OZK made up 0.02% of Syon Capital's portfolio in Q1 2026, its #614 holding.
  • Syon Capital first reported a position in Bank OZK in Q2 2025 and has held it in 4 quarters since.
  • Syon Capital's Bank OZK position peaked at $721K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.