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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
Q2 		$595K Buy
11,416
+2,055
+22% +$100K 0.03% 554
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 $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

Syon Capital's OZK Position: Q2 2026 in Review

Syon Capital increased its Bank OZK (OZK) stake by 22% in Q2 2026, buying an estimated $100K and bringing the position to 11,416 shares worth $595K. The position accounts for 0.03% of the portfolio, ranked #554.

Syon Capital first reported a position in OZK in Q2 2025 and has held it in 5 quarters since. The position peaked at $721K in Q3 2025. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Syon Capital held 11,416 shares of Bank OZK worth $595K as of Q2 2026.
  • Syon Capital bought 2,055 Bank OZK shares in Q2 2026, an estimated $100K.
  • Bank OZK made up 0.03% of Syon Capital's portfolio in Q2 2026, its #554 holding.
  • Syon Capital first reported a position in Bank OZK in Q2 2025 and has held it in 5 quarters since.
  • Syon Capital's Bank OZK position peaked at $721K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.