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Advisory Services Network’s OceanFirst Financial OCFC Stock Holding History

Advisory Services Network’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-325
Closed -$5.86K – 3832
2026
Q1 		$5.86K Buy
+325
New +$5.98K ﹤0.01% 3779
2020
Q4 		– Sell
-94
Closed -$1K – 3573
2020
Q3 		$1K Buy
+94
New +$1.48K ﹤0.01% 3362
2020
Q2 		– Sell
-94
Closed -$1K – 2182
2020
Q1 		$1K Buy
94
+36
+62% +$760 ﹤0.01% 2909
2019
Q4 		$1K Buy
+58
New +$1.4K ﹤0.01% 2982

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's OCFC Position: Q2 2026 in Review

Advisory Services Network sold out of OceanFirst Financial (OCFC) in Q2 2026, closing a stake of 325 shares — an estimated $5.86K sold.

Advisory Services Network first reported a position in OCFC in Q4 2019 and held it in 4 quarters. The position peaked at $5.86K in Q1 2026. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Advisory Services Network reported no remaining OceanFirst Financial position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 325 OceanFirst Financial shares in Q2 2026, an estimated $5.86K.
  • Advisory Services Network first reported a position in OceanFirst Financial in Q4 2019 and held it in 4 quarters.
  • Advisory Services Network's OceanFirst Financial position peaked at $5.86K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.