AssetMark Inc
OCFC icon

AssetMark Inc’s OceanFirst Financial OCFC Stock Holding History

AssetMark Inc’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
Q2 		$40.8K Buy
2,089
+65
+3% +$1.21K ﹤0.01% 1912
2026
Q1 		$36.5K Hold
2,024
– – ﹤0.01% 1851
2025
Q4 		$36.3K Hold
2,024
– – ﹤0.01% 1817
2025
Q3 		$35.6K Hold
2,024
– – ﹤0.01% 1755
2025
Q2 		$35.6K Hold
2,024
– – ﹤0.01% 1657
2025
Q1 		$34.4K Hold
2,024
– – ﹤0.01% 1540
2024
Q4 		$36.6K Hold
2,024
– – ﹤0.01% 1507
2024
Q3 		$37.6K Hold
2,024
– – ﹤0.01% 1360
2024
Q2 		$32.2K Hold
2,024
– – ﹤0.01% 1310
2024
Q1 		$33.2K Hold
2,024
– – ﹤0.01% 1216
2023
Q4 		$35.1K Hold
2,024
– – ﹤0.01% 1220
2023
Q3 		$29.3K Buy
2,024
+185
+10% +$3.11K ﹤0.01% 1193
2023
Q2 		$28.7K Hold
1,839
– – ﹤0.01% 1170
2023
Q1 		$34K Hold
1,839
– – ﹤0.01% 1114
2022
Q4 		$39.1K Hold
1,839
– – ﹤0.01% 1093
2022
Q3 		$34K Hold
1,839
– – ﹤0.01% 1031
2022
Q2 		$35K Buy
1,839
+325
+21% +$6.23K ﹤0.01% 1011
2022
Q1 		$30K Hold
1,514
– – ﹤0.01% 1009
2021
Q4 		$34K Hold
1,514
– – ﹤0.01% 986
2021
Q3 		$32K Hold
1,514
– – ﹤0.01% 862
2021
Q2 		$32K Hold
1,514
– – ﹤0.01% 818
2021
Q1 		$36K Buy
1,514
+145
+11% +$3.12K ﹤0.01% 772
2020
Q4 		$26K Buy
+1,369
New +$22.4K ﹤0.01% 810

Other funds holding OCFC

MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc's OCFC Position: Q2 2026 in Review

AssetMark Inc increased its OceanFirst Financial (OCFC) stake by 3.2% in Q2 2026, buying an estimated $1.21K and bringing the position to 2,089 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

AssetMark Inc first reported a position in OCFC in Q4 2020 and has held it in 23 quarters since. 47 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • AssetMark Inc held 2,089 shares of OceanFirst Financial worth $40.8K as of Q2 2026.
  • AssetMark Inc bought 65 OceanFirst Financial shares in Q2 2026, an estimated $1.21K.
  • OceanFirst Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1912 holding.
  • AssetMark Inc first reported a position in OceanFirst Financial in Q4 2020 and has held it in 23 quarters since.
  • 47 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.