Allworth Financial
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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
Q3 		$647K Buy
33,104
+110
+0.3% +$2.08K ﹤0.01% 932
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Strategic Value Bank Partners
Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Allworth Financial's OCFC Position: Q3 2026 in Review

Allworth Financial increased its OceanFirst Financial (OCFC) stake by 0.33% in Q3 2026, buying an estimated $2.08K and bringing the position to 33,104 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Allworth Financial first reported a position in OCFC in Q3 2022 and has held it in 13 quarters since. 113 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • Allworth Financial held 33,104 shares of OceanFirst Financial worth $647K as of Q3 2026.
  • Allworth Financial bought 110 OceanFirst Financial shares in Q3 2026, an estimated $2.08K.
  • OceanFirst Financial made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #932 holding.
  • Allworth Financial first reported a position in OceanFirst Financial in Q3 2022 and has held it in 13 quarters since.
  • 113 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.