Arax Advisory Partners’s OceanFirst Financial OCFC Stock Holding History

Arax Advisory Partners’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	$4.28K	Buy	400 +277	+225%	+$5.1K	﹤0.01%	2862
2025 Q4	$2.21K	Sell	123 -14,446	-99%	-$270K	﹤0.01%	3225
2025 Q3	$256K	Buy	14,569 +14,542	+53,859%	+$260K	﹤0.01%	1150
2025 Q2	$476	Sell	27 -27	-50%	-$450	﹤0.01%	2934
2025 Q1	$919	Buy	54 +27	+100%	+$481	﹤0.01%	2328
2024 Q4	$489	Hold	27	–	–	﹤0.01%	2327
2024 Q3	$502	Sell	27 -24	-47%	-$412	﹤0.01%	2402
2024 Q2	$811	Buy	51 +45	+750%	+$680	﹤0.01%	2234
2024 Q1	$99	Hold	6	–	–	﹤0.01%	1291
2023 Q4	$105	Sell	6 -46	-88%	-$671	﹤0.01%	1309
2023 Q3	$753	Buy	52 +5	+11%	+$84	﹤0.01%	1186
2023 Q2	$735	Buy	47 +1	+2%	+$16	﹤0.01%	1158
2023 Q1	$850	Hold	46	–	–	﹤0.01%	1126
2022 Q4	$978	Hold	46	–	–	﹤0.01%	1083
2022 Q3	$1K	Hold	46	–	–	﹤0.01%	1122
2022 Q2	$1K	Hold	46	–	–	﹤0.01%	1087
2022 Q1	$1K	Hold	46	–	–	﹤0.01%	1063
2021 Q4	$1K	Buy	+46	New	+$1K	﹤0.01%	1049

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

Arax Advisory Partners's OCFC Position: Q1 2026 in Review

Arax Advisory Partners increased its OceanFirst Financial (OCFC) stake by 225% in Q1 2026, buying an estimated $5.1K and bringing the position to 400 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Arax Advisory Partners first reported a position in OCFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $256K in Q3 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Arax Advisory Partners held 400 shares of OceanFirst Financial worth $4.28K as of Q1 2026.
Arax Advisory Partners bought 277 OceanFirst Financial shares in Q1 2026, an estimated $5.1K.
OceanFirst Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2862 holding.
Arax Advisory Partners first reported a position in OceanFirst Financial in Q4 2021 and has held it in 18 quarters since.
Arax Advisory Partners's OceanFirst Financial position peaked at $256K in Q3 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.