Position in OZK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$257,428
-$42,334 QoQ
Shares Held
4,942
-16.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#373
of 523 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SYM FINANCIAL Corp holds $6,768,925 across 15 Banks - Regional names. OZK ranks #10 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LKFN |
Lakeland Financial Corp
|
30,711 | $1,895,482 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,628 | $893,286 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
7,057 | $494,483 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
51,490 | $493,274 | |
| 5 | NWG |
NatWest Group plc
|
25,092 | $442,371 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
19,035 | $337,490 | |
| 7 | VLY |
Valley National Bancorp
|
22,875 | $335,118 | |
| 8 | USB |
US Bancorp \De\
|
4,908 | $296,443 |
All Filings in OZK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,428 | 4,942 | Shares | Sole | 2026-08-04 | |
| 2025-09-30 | $299,762 | 5,880 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $214,923 | 4,567 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||