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Amalgamated Bank’s OceanFirst Financial OCFC Stock Holding History

Amalgamated Bank’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 		– Sell
-1,766
Closed -$32K – 2441
2025
Q4 		$32K Sell
1,766
-258
-13% -$4.82K ﹤0.01% 1954
2025
Q3 		$36K Hold
2,024
– – ﹤0.01% 1940
2025
Q2 		$36K Hold
2,024
– – ﹤0.01% 1922
2025
Q1 		$34K Buy
2,024
+7
+0.3% +$125 ﹤0.01% 1896
2024
Q4 		$37K Hold
2,017
– – ﹤0.01% 1916
2024
Q3 		$37K Hold
2,017
– – ﹤0.01% 1935
2024
Q2 		$32K Hold
2,017
– – ﹤0.01% 1971
2024
Q1 		$33K Sell
2,017
-3,119
-61% -$50.3K ﹤0.01% 1977
2023
Q4 		$89K Sell
5,136
-600
-10% -$8.75K ﹤0.01% 2041
2023
Q3 		$83K Hold
5,736
– – ﹤0.01% 2064
2023
Q2 		$90K Sell
5,736
-274
-5% -$4.27K ﹤0.01% 2101
2023
Q1 		$111K Sell
6,010
-1,520
-20% -$33.7K ﹤0.01% 2015
2022
Q4 		$160K Buy
7,530
+103
+1% +$2.25K ﹤0.01% 1940
2022
Q3 		$138K Buy
7,427
+72
+1% +$1.44K ﹤0.01% 1995
2022
Q2 		$141K Buy
7,355
+326
+5% +$6.25K ﹤0.01% 2031
2022
Q1 		$141K Buy
+7,029
New +$157K ﹤0.01% 2071
2020
Q1 		– Sell
-7,935
Closed -$203K – 1745
2019
Q4 		$203K Buy
+7,935
New +$191K ﹤0.01% 1630

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

Amalgamated Bank's OCFC Position: Q1 2026 in Review

Amalgamated Bank sold out of OceanFirst Financial (OCFC) in Q1 2026, closing a stake of 1,766 shares — an estimated $32K sold.

Amalgamated Bank first reported a position in OCFC in Q4 2019 and held it in 17 quarters. The position peaked at $203K in Q4 2019. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Amalgamated Bank reported no remaining OceanFirst Financial position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,766 OceanFirst Financial shares in Q1 2026, an estimated $32K.
  • Amalgamated Bank first reported a position in OceanFirst Financial in Q4 2019 and held it in 17 quarters.
  • Amalgamated Bank's OceanFirst Financial position peaked at $203K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.