Byrne Asset Management’s OceanFirst Financial OCFC Stock Holding History

Byrne Asset 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	$180K	Buy	9,230 +600	+7%	+$11.2K	0.1%	162
2026 Q1	$156K	Hold	8,630	–	–	0.09%	165
2025 Q4	$155K	Buy	+8,630	New	+$161K	0.09%	160

Other funds holding OCFC

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Byrne Asset Management's OCFC Position: Q2 2026 in Review

Byrne Asset Management increased its OceanFirst Financial (OCFC) stake by 7% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,230 shares worth $180K. The position accounts for 0.1% of the portfolio, ranked #162.

Byrne Asset Management first reported a position in OCFC in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Byrne Asset Management held 9,230 shares of OceanFirst Financial worth $180K as of Q2 2026.
Byrne Asset Management bought 600 OceanFirst Financial shares in Q2 2026, an estimated $11.2K.
OceanFirst Financial made up 0.1% of Byrne Asset Management's portfolio in Q2 2026, its #162 holding.
Byrne Asset Management first reported a position in OceanFirst Financial in Q4 2025 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.