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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Advisory Services Network's OCFC Position: Q1 2026 in Review

Advisory Services Network opened a new position in OceanFirst Financial (OCFC) in Q1 2026: 325 shares worth $5.86K. The stake represents ﹤0.01% of the portfolio and ranks #3779 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in OCFC as recently as Q3 2020.

Advisory Services Network first reported a position in OCFC in Q4 2019 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Advisory Services Network held 325 shares of OceanFirst Financial worth $5.86K as of Q1 2026.
OceanFirst Financial was a new Advisory Services Network position in Q1 2026.
OceanFirst Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3779 holding.
Advisory Services Network first reported a position in OceanFirst Financial in Q4 2019 and has held it in 4 quarters since.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.