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Beacon Pointe Advisors’s OceanFirst Financial OCFC Stock Holding History

Beacon Pointe Advisors’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 		$184K Sell
10,207
-1,000
-9% -$18.4K ﹤0.01% 1742
2025
Q4 		$201K Buy
11,207
+207
+2% +$3.87K ﹤0.01% 1426
2025
Q3 		$193K Buy
+11,000
New +$197K ﹤0.01% 1324

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

Beacon Pointe Advisors's OCFC Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its OceanFirst Financial (OCFC) stake by 8.9% in Q1 2026, selling an estimated $18.4K and leaving 10,207 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Beacon Pointe Advisors first reported a position in OCFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $201K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Beacon Pointe Advisors held 10,207 shares of OceanFirst Financial worth $184K as of Q1 2026.
  • Beacon Pointe Advisors sold 1,000 OceanFirst Financial shares in Q1 2026, an estimated $18.4K.
  • OceanFirst Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1742 holding.
  • Beacon Pointe Advisors first reported a position in OceanFirst Financial in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's OceanFirst Financial position peaked at $201K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.