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Allworth Financial’s OceanFirst Financial OCFC Stock Holding History

Allworth Financial’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 		$644K Buy
32,994
+2,885
+10% +$53.8K ﹤0.01% 886
2026
Q1 		$543K Buy
30,109
+34
+0.1% +$626 ﹤0.01% 924
2025
Q4 		$540K Sell
30,075
-3
-0% -$56 ﹤0.01% 904
2025
Q3 		$528K Buy
30,078
+25
+0.1% +$447 ﹤0.01% 877
2025
Q2 		$529K Buy
30,053
+185
+0.6% +$3.08K ﹤0.01% 826
2025
Q1 		$493K Sell
29,868
-418
-1% -$7.44K ﹤0.01% 686
2024
Q4 		$575K Buy
+30,286
New +$578K ﹤0.01% 659
2024
Q3 		– Sell
-21
Closed -$366 – 3806
2024
Q2 		$366 Buy
21
+12
+133% +$181 ﹤0.01% 3450
2024
Q1 		$148 Buy
+9
New +$145 ﹤0.01% 3478
2023
Q2 		– Sell
-124
Closed -$2.29K – 3340
2023
Q1 		$2.29K Sell
124
-150
-55% -$3.32K ﹤0.01% 2353
2022
Q4 		$5.82K Buy
274
+196
+251% +$4.28K ﹤0.01% 1845
2022
Q3 		$1K Buy
+78
New +$1.56K ﹤0.01% 2445

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

Allworth Financial's OCFC Position: Q2 2026 in Review

Allworth Financial increased its OceanFirst Financial (OCFC) stake by 9.6% in Q2 2026, buying an estimated $53.8K and bringing the position to 32,994 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Allworth Financial first reported a position in OCFC in Q3 2022 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Allworth Financial held 32,994 shares of OceanFirst Financial worth $644K as of Q2 2026.
  • Allworth Financial bought 2,885 OceanFirst Financial shares in Q2 2026, an estimated $53.8K.
  • OceanFirst Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #886 holding.
  • Allworth Financial first reported a position in OceanFirst Financial in Q3 2022 and has held it in 12 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.