AUB
OCFC icon

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
Q2 		$17.6K Hold
900
– – ﹤0.01% 1217
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 $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlantic Union Bankshares's OCFC Position: Q2 2026 in Review

Atlantic Union Bankshares held its OceanFirst Financial (OCFC) position steady in Q2 2026 at 900 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Atlantic Union Bankshares first reported a position in OCFC in Q2 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Atlantic Union Bankshares held 900 shares of OceanFirst Financial worth $17.6K as of Q2 2026.
  • Atlantic Union Bankshares left its OceanFirst Financial share count unchanged in Q2 2026.
  • OceanFirst Financial made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1217 holding.
  • Atlantic Union Bankshares first reported a position in OceanFirst Financial in Q2 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.