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 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 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

Allworth Financial's OCFC Position: Q1 2026 in Review

Allworth Financial increased its OceanFirst Financial (OCFC) stake by 0.11% in Q1 2026, buying an estimated $626 and bringing the position to 30,109 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Allworth Financial first reported a position in OCFC in Q3 2022 and has held it in 11 quarters since. The position peaked at $575K in Q4 2024. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Allworth Financial held 30,109 shares of OceanFirst Financial worth $543K as of Q1 2026.
Allworth Financial bought 34 OceanFirst Financial shares in Q1 2026, an estimated $626.
OceanFirst Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #924 holding.
Allworth Financial first reported a position in OceanFirst Financial in Q3 2022 and has held it in 11 quarters since.
Allworth Financial's OceanFirst Financial position peaked at $575K in Q4 2024.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.