Bank of America
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Bank of America’s OceanFirst Financial OCFC Stock Holding History

Bank of America’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 		$8.9M Buy
493,623
+68,347
+16% +$1.26M ﹤0.01% 3056
2025
Q4 		$7.63M Sell
425,276
-50,461
-11% -$943K ﹤0.01% 3050
2025
Q3 		$8.36M Buy
475,737
+13,132
+3% +$235K ﹤0.01% 3477
2025
Q2 		$8.15M Sell
462,605
-19,427
-4% -$324K ﹤0.01% 3413
2025
Q1 		$8.2M Buy
482,032
+178,758
+59% +$3.18M ﹤0.01% 3339
2024
Q4 		$5.49M Sell
303,274
-965
-0.3% -$18.4K ﹤0.01% 3502
2024
Q3 		$5.66M Sell
304,239
-23,564
-7% -$405K ﹤0.01% 3622
2024
Q2 		$5.21M Sell
327,803
-3,860
-1% -$58.3K ﹤0.01% 3581
2024
Q1 		$5.44M Buy
331,663
+50,386
+18% +$813K ﹤0.01% 3539
2023
Q4 		$4.88M Buy
281,277
+64,375
+30% +$939K ﹤0.01% 3575
2023
Q3 		$3.14M Buy
216,902
+25,360
+13% +$427K ﹤0.01% 3832
2023
Q2 		$2.99M Sell
191,542
-17,467
-8% -$272K ﹤0.01% 3848
2023
Q1 		$3.86M Sell
209,009
-14,399
-6% -$319K ﹤0.01% 3765
2022
Q4 		$4.75M Sell
223,408
-49,569
-18% -$1.08M ﹤0.01% 3434
2022
Q3 		$5.09M Sell
272,977
-30,981
-10% -$619K ﹤0.01% 3334
2022
Q2 		$5.81M Buy
303,958
+44,683
+17% +$857K ﹤0.01% 3242
2022
Q1 		$5.21M Buy
259,275
+41,136
+19% +$917K ﹤0.01% 3585
2021
Q4 		$4.84M Buy
218,139
+12,559
+6% +$274K ﹤0.01% 3678
2021
Q3 		$4.4M Buy
205,580
+36,556
+22% +$749K ﹤0.01% 3687
2021
Q2 		$3.52M Sell
169,024
-38,487
-19% -$862K ﹤0.01% 3845
2021
Q1 		$4.97M Buy
207,511
+66,288
+47% +$1.43M ﹤0.01% 3403
2020
Q4 		$2.63M Buy
141,223
+36,357
+35% +$595K ﹤0.01% 3707
2020
Q3 		$1.44M Sell
104,866
-10,629
-9% -$167K ﹤0.01% 3925
2020
Q2 		$2.04M Buy
115,495
+28,266
+32% +$453K ﹤0.01% 3619
2020
Q1 		$1.39M Sell
87,229
-18,079
-17% -$382K ﹤0.01% 3786
2019
Q4 		$2.69M Sell
105,308
-16,356
-13% -$393K ﹤0.01% 3788
2019
Q3 		$2.87M Buy
121,664
+15,105
+14% +$351K ﹤0.01% 3730
2019
Q2 		$2.65M Sell
106,559
-76,537
-42% -$1.88M ﹤0.01% 3807
2019
Q1 		$4.41M Sell
183,096
-87,452
-32% -$2.12M ﹤0.01% 3281
2018
Q4 		$6.09M Sell
270,548
-213,875
-44% -$5.36M ﹤0.01% 2793
2018
Q3 		$13.2M Buy
484,423
+54,279
+13% +$1.59M ﹤0.01% 2184
2018
Q2 		$12.9M Buy
430,144
+285,694
+198% +$8.07M ﹤0.01% 2204
2018
Q1 		$3.86M Buy
144,450
+78,436
+119% +$2.12M ﹤0.01% 3313
2017
Q4 		$1.73M Buy
66,014
+26,849
+69% +$732K ﹤0.01% 4081
2017
Q3 		$1.08M Buy
39,165
+34,758
+789% +$906K ﹤0.01% 4452
2017
Q2 		$120K Sell
4,407
-9,834
-69% -$269K ﹤0.01% 5538
2017
Q1 		$402K Buy
14,241
+5,054
+55% +$147K ﹤0.01% 4994
2016
Q4 		$276K Sell
9,187
-1,389
-13% -$32.3K ﹤0.01% 5157
2016
Q3 		$204K Sell
10,576
-537
-5% -$10.2K ﹤0.01% 5122
2016
Q2 		$202K Buy
11,113
+9,613
+641% +$175K ﹤0.01% 5199
2016
Q1 		$27K Sell
1,500
-421
-22% -$7.38K ﹤0.01% 6019
2015
Q4 		$38K Sell
1,921
-374
-16% -$7.18K ﹤0.01% 6171
2015
Q3 		$40K Sell
2,295
-775
-25% -$13.9K ﹤0.01% 6034
2015
Q2 		$57K Buy
3,070
+874
+40% +$15.1K ﹤0.01% 5877
2015
Q1 		$38K Buy
2,196
+48
+2% +$804 ﹤0.01% 5786
2014
Q4 		$37K Sell
2,148
-324
-13% -$5.34K ﹤0.01% 6507
2014
Q3 		$39K Sell
2,472
-2,649
-52% -$43.6K ﹤0.01% 6673
2014
Q2 		$85K Buy
5,121
+2,920
+133% +$48.7K ﹤0.01% 6263
2014
Q1 		$39K Sell
2,201
-315
-13% -$5.57K ﹤0.01% 6566
2013
Q4 		$43K Sell
2,516
-1,489
-37% -$26.3K ﹤0.01% 6655
2013
Q3 		$68K Sell
4,005
-14,688
-79% -$248K ﹤0.01% 6229
2013
Q2 		$291K Buy
+18,693
New +$266K ﹤0.01% 5261

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

Bank of America's OCFC Position: Q1 2026 in Review

Bank of America increased its OceanFirst Financial (OCFC) stake by 16% in Q1 2026, buying an estimated $1.26M and bringing the position to 493,623 shares worth $8.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Bank of America first reported a position in OCFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.2M in Q3 2018. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Bank of America held 493,623 shares of OceanFirst Financial worth $8.9M as of Q1 2026.
  • Bank of America bought 68,347 OceanFirst Financial shares in Q1 2026, an estimated $1.26M.
  • OceanFirst Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3056 holding.
  • Bank of America first reported a position in OceanFirst Financial in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's OceanFirst Financial position peaked at $13.2M in Q3 2018.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.