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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
Q2 		– Sell
-10,207
Closed -$184K – 2006
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 $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

Beacon Pointe Advisors's OCFC Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of OceanFirst Financial (OCFC) in Q2 2026, closing a stake of 10,207 shares — an estimated $184K sold.

Beacon Pointe Advisors first reported a position in OCFC in Q3 2025 and held it in 3 quarters. The position peaked at $201K in Q4 2025. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining OceanFirst Financial position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,207 OceanFirst Financial shares in Q2 2026, an estimated $184K.
  • Beacon Pointe Advisors first reported a position in OceanFirst Financial in Q3 2025 and held it in 3 quarters.
  • Beacon Pointe Advisors's OceanFirst Financial position peaked at $201K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.