Blue Bell Private Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Blue Bell Private Wealth 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
2026 Q2	$85.9K	Buy	4,399 +124	+3%	+$2.31K	0.01%	374
2026 Q1	$77.1K	Hold	4,275	–	–	0.01%	370
2025 Q4	$76.7K	Sell	4,275 -200	-4%	-$3.74K	0.01%	364
2025 Q3	$78.6K	Sell	4,475 -1,000	-18%	-$17.9K	0.01%	350
2025 Q2	$96.4K	Hold	5,475	–	–	0.02%	311
2025 Q1	$93.1K	Hold	5,475	–	–	0.02%	297
2024 Q4	$99.1K	Hold	5,475	–	–	0.02%	276
2024 Q3	$102K	Hold	5,475	–	–	0.02%	278
2024 Q2	$87K	Hold	5,475	–	–	0.02%	286
2024 Q1	$89.8K	Hold	5,475	–	–	0.02%	269
2023 Q4	$95K	Hold	5,475	–	–	0.02%	243
2023 Q3	$79.2K	Hold	5,475	–	–	0.02%	217
2023 Q2	$85.5K	Hold	5,475	–	–	0.02%	210
2023 Q1	$101K	Sell	5,475 -1,037	-16%	-$23K	0.03%	175
2022 Q4	$138K	Hold	6,512	–	–	0.05%	136
2022 Q3	$121K	Hold	6,512	–	–	0.04%	143
2022 Q2	$125K	Hold	6,512	–	–	0.04%	138
2022 Q1	$131K	Hold	6,512	–	–	0.04%	142
2021 Q4	$145K	Buy	+6,512	New	+$142K	0.04%	123

Other funds holding OCFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Bell Private Wealth Management's OCFC Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its OceanFirst Financial (OCFC) stake by 2.9% in Q2 2026, buying an estimated $2.31K and bringing the position to 4,399 shares worth $85.9K. The position accounts for 0.01% of the portfolio, ranked #374.

Blue Bell Private Wealth Management first reported a position in OCFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $145K in Q4 2021. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Blue Bell Private Wealth Management held 4,399 shares of OceanFirst Financial worth $85.9K as of Q2 2026.
Blue Bell Private Wealth Management bought 124 OceanFirst Financial shares in Q2 2026, an estimated $2.31K.
OceanFirst Financial made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #374 holding.
Blue Bell Private Wealth Management first reported a position in OceanFirst Financial in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's OceanFirst Financial position peaked at $145K in Q4 2021.
231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.