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Bruce G. Allen Investments’s OceanFirst Financial OCFC Stock Holding History

Bruce G. Allen Investments’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
-22
Closed -$398 – 1117
2024
Q4 		$398 Hold
22
– – ﹤0.01% 996
2024
Q3 		$409 Buy
+22
New +$378 ﹤0.01% 988

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Invesco
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State Street
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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

Bruce G. Allen Investments's OCFC Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 22 shares — an estimated $398 sold.

Bruce G. Allen Investments first reported a position in OCFC in Q3 2024 and held it in 2 quarters. The position peaked at $409 in Q3 2024. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 22 OceanFirst Financial shares in Q1 2025, an estimated $398.
  • Bruce G. Allen Investments first reported a position in OceanFirst Financial in Q3 2024 and held it in 2 quarters.
  • Bruce G. Allen Investments's OceanFirst Financial position peaked at $409 in Q3 2024.
  • 205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.