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Atlantic Union Bankshares’s OceanFirst Financial OCFC Stock Holding History

Atlantic Union Bankshares’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 		$16.2K Hold
900
– – ﹤0.01% 1177
2025
Q4 		$16.2K Hold
900
– – ﹤0.01% 1171
2025
Q3 		$15.8K Hold
900
– – ﹤0.01% 1183
2025
Q2 		$15.8K Buy
+900
New +$15K ﹤0.01% 847

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Atlantic Union Bankshares's OCFC Position: Q1 2026 in Review

Atlantic Union Bankshares held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 900 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Atlantic Union Bankshares first reported a position in OCFC in Q2 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Atlantic Union Bankshares held 900 shares of OceanFirst Financial worth $16.2K as of Q1 2026.
  • Atlantic Union Bankshares left its OceanFirst Financial share count unchanged in Q1 2026.
  • OceanFirst Financial made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #1177 holding.
  • Atlantic Union Bankshares first reported a position in OceanFirst Financial in Q2 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.