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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Blue Bell Private Wealth Management's OCFC Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 4,275 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #370.

Blue Bell Private Wealth Management first reported a position in OCFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $145K in Q4 2021. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Blue Bell Private Wealth Management held 4,275 shares of OceanFirst Financial worth $77.1K as of Q1 2026.
Blue Bell Private Wealth Management left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #370 holding.
Blue Bell Private Wealth Management first reported a position in OceanFirst Financial in Q4 2021 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's OceanFirst Financial position peaked at $145K in Q4 2021.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.