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Basswood Capital Management’s OceanFirst Financial OCFC Stock Holding History

Basswood Capital Management’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
2025
Q1 		– Sell
-148,890
Closed -$2.69M – 119
2024
Q4 		$2.69M Buy
+148,890
New +$2.84M 0.16% 89
2016
Q4 		– Sell
-222,498
Closed -$4.29M – 169
2016
Q3 		$4.29M Buy
222,498
+70,837
+47% +$1.35M 0.2% 93
2016
Q2 		$2.76M Buy
+151,661
New +$2.76M 0.16% 113
2016
Q1 		– Sell
-560,808
Closed -$11.2M – 174
2015
Q4 		$11.2M Buy
560,808
+86,593
+18% +$1.66M 0.59% 60
2015
Q3 		$8.17M Buy
474,215
+84,370
+22% +$1.52M 0.4% 77
2015
Q2 		$7.27M Buy
389,845
+61,923
+19% +$1.07M 0.34% 80
2015
Q1 		$5.66M Sell
327,922
-16,500
-5% -$276K 0.27% 96
2014
Q4 		$5.9M Sell
344,422
-129,223
-27% -$2.13M 0.28% 90
2014
Q3 		$7.54M Buy
473,645
+85,268
+22% +$1.4M 0.39% 76
2014
Q2 		$6.43M Sell
388,377
-584,506
-60% -$9.75M 0.33% 83
2014
Q1 		$17.2M Buy
972,883
+29,869
+3% +$528K 0.9% 34
2013
Q4 		$16.2M Buy
943,014
+61,000
+7% +$1.08M 0.89% 40
2013
Q3 		$14.9M Buy
882,014
+563,842
+177% +$9.51M 0.83% 43
2013
Q2 		$4.95M Buy
+318,172
New +$4.52M 0.32% 91

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Basswood Capital Management's OCFC Position: Q1 2025 in Review

Basswood Capital Management sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 148,890 shares — an estimated $2.69M sold.

Basswood Capital Management first reported a position in OCFC in Q2 2013 and held it in 14 quarters. The position peaked at $17.2M in Q1 2014. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

  • Basswood Capital Management reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
  • Basswood Capital Management sold 148,890 OceanFirst Financial shares in Q1 2025, an estimated $2.69M.
  • Basswood Capital Management first reported a position in OceanFirst Financial in Q2 2013 and held it in 14 quarters.
  • Basswood Capital Management's OceanFirst Financial position peaked at $17.2M in Q1 2014.
  • 205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Basswood Capital Management's 13F filing for Q1 2025, filed 14 May 2025.