Ameriprise’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.92M | Sell |
549,838
-17,146
| -3% | -$316K | ﹤0.01% | 1929 |
|
|
2025
Q4 | $10.2M | Sell |
566,984
-28,134
| -5% | -$526K | ﹤0.01% | 1892 |
|
|
2025
Q3 | $10.5M | Sell |
595,118
-135,082
| -18% | -$2.41M | ﹤0.01% | 1875 |
|
|
2025
Q2 | $12.9M | Buy |
730,200
+19,968
| +3% | +$333K | ﹤0.01% | 1636 |
|
|
2025
Q1 | $12.1M | Buy |
710,232
+9,985
| +1% | +$178K | ﹤0.01% | 1630 |
|
|
2024
Q4 | $12.7M | Buy |
700,247
+24,634
| +4% | +$470K | ﹤0.01% | 1631 |
|
|
2024
Q3 | $12.6M | Sell |
675,613
-2,951
| -0.4% | -$50.7K | ﹤0.01% | 1622 |
|
|
2024
Q2 | $10.8M | Sell |
678,564
-97,933
| -13% | -$1.48M | ﹤0.01% | 1680 |
|
|
2024
Q1 | $12.7M | Buy |
776,497
+9,693
| +1% | +$156K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $13.3M | Sell |
766,804
-66,438
| -8% | -$969K | ﹤0.01% | 1553 |
|
|
2023
Q3 | $12.1M | Sell |
833,242
-25,586
| -3% | -$431K | ﹤0.01% | 1550 |
|
|
2023
Q2 | $13.4M | Sell |
858,828
-18,446
| -2% | -$288K | ﹤0.01% | 1538 |
|
|
2023
Q1 | $16.2M | Buy |
877,274
+34,974
| +4% | +$775K | 0.01% | 1416 |
|
|
2022
Q4 | $17.9M | Sell |
842,300
-43,142
| -5% | -$942K | 0.01% | 1287 |
|
|
2022
Q3 | $16.5M | Sell |
885,442
-64,263
| -7% | -$1.28M | 0.01% | 1302 |
|
|
2022
Q2 | $18.2M | Buy |
949,705
+24,036
| +3% | +$461K | 0.01% | 1274 |
|
|
2022
Q1 | $18.6M | Buy |
925,669
+7,435
| +0.8% | +$166K | 0.01% | 1410 |
|
|
2021
Q4 | $20.4M | Buy |
918,234
+266,571
| +41% | +$5.81M | 0.01% | 1392 |
|
|
2021
Q3 | $14M | Buy |
651,663
+77,682
| +14% | +$1.59M | ﹤0.01% | 1574 |
|
|
2021
Q2 | $12M | Buy |
573,981
+10,759
| +2% | +$241K | ﹤0.01% | 1788 |
|
|
2021
Q1 | $13.5M | Sell |
563,222
-57,009
| -9% | -$1.23M | ﹤0.01% | 1634 |
|
|
2020
Q4 | $11.6M | Buy |
620,231
+72,399
| +13% | +$1.18M | ﹤0.01% | 1642 |
|
|
2020
Q3 | $7.5M | Sell |
547,832
-20,398
| -4% | -$320K | ﹤0.01% | 1778 |
|
|
2020
Q2 | $10M | Sell |
568,230
-75,384
| -12% | -$1.21M | ﹤0.01% | 1539 |
|
|
2020
Q1 | $10.2M | Buy |
643,614
+55,858
| +10% | +$1.18M | 0.01% | 1372 |
|
|
2019
Q4 | $15M | Sell |
587,756
-11,630
| -2% | -$280K | 0.01% | 1398 |
|
|
2019
Q3 | $14.1M | Sell |
599,386
-201,546
| -25% | -$4.69M | 0.01% | 1406 |
|
|
2019
Q2 | $19.9M | Sell |
800,932
-484,067
| -38% | -$11.9M | 0.01% | 1167 |
|
|
2019
Q1 | $30.9M | Sell |
1,284,999
-97,751
| -7% | -$2.37M | 0.01% | 896 |
|
|
2018
Q4 | $31.1M | Buy |
1,382,750
+432,572
| +46% | +$10.8M | 0.02% | 820 |
|
|
2018
Q3 | $25.9M | Buy |
950,178
+22,129
| +2% | +$646K | 0.01% | 1110 |
|
|
2018
Q2 | $27.8M | Buy |
928,049
+533,644
| +135% | +$15.1M | 0.01% | 960 |
|
|
2018
Q1 | $10.6M | Buy |
394,405
+324,804
| +467% | +$8.76M | ﹤0.01% | 1623 |
|
|
2017
Q4 | $1.83M | Buy |
69,601
+6,489
| +10% | +$177K | ﹤0.01% | 2698 |
|
|
2017
Q3 | $1.73M | Buy |
+63,112
| New | +$1.64M | ﹤0.01% | 2686 |
|
|
2017
Q2 | – | Sell |
-47,523
| Closed | -$1.34M | – | 3784 |
|
|
2017
Q1 | $1.34M | Sell |
47,523
-3,468
| -7% | -$101K | ﹤0.01% | 2749 |
|
|
2016
Q4 | $1.53M | Buy |
+50,991
| New | +$1.19M | ﹤0.01% | 2756 |
|
|
2014
Q4 | – | Sell |
-1,300
| Closed | -$21K | – | 4168 |
|
|
2014
Q3 | $21K | Buy |
1,300
+1,000
| +333% | +$16.4K | ﹤0.01% | 4459 |
|
|
2014
Q2 | $5K | Sell |
300
-440
| -59% | -$7.34K | ﹤0.01% | 4957 |
|
|
2014
Q1 | $13K | Buy |
740
+120
| +19% | +$2.12K | ﹤0.01% | 4412 |
|
|
2013
Q4 | $11K | Sell |
620
-858
| -58% | -$15.2K | ﹤0.01% | 4336 |
|
|
2013
Q3 | $25K | Buy |
1,478
+320
| +28% | +$5.4K | ﹤0.01% | 4262 |
|
|
2013
Q2 | $18K | Buy |
+1,158
| New | +$16.4K | ﹤0.01% | 4359 |
|
Other funds holding OCFC
VCM
SFM
Ameriprise's OCFC Position: Q1 2026 in Review
Ameriprise reduced its OceanFirst Financial (OCFC) stake by 3% in Q1 2026, selling an estimated $316K and leaving 549,838 shares worth $9.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.
Ameriprise first reported a position in OCFC in Q2 2013 and has held it in 43 quarters since. The position peaked at $31.1M in Q4 2018. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.
- Ameriprise held 549,838 shares of OceanFirst Financial worth $9.92M as of Q1 2026.
- Ameriprise sold 17,146 OceanFirst Financial shares in Q1 2026, an estimated $316K.
- OceanFirst Financial made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1929 holding.
- Ameriprise first reported a position in OceanFirst Financial in Q2 2013 and has held it in 43 quarters since.
- Ameriprise's OceanFirst Financial position peaked at $31.1M in Q4 2018.
- 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.