Caldwell Sutter Capital’s OceanFirst Financial OCFC Stock Holding History

Caldwell Sutter Capital’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	$94K	Hold	5,209	–	–	0.04%	305
2025 Q4	$93.5K	Sell	5,209 -2,513	-33%	-$47K	0.04%	290
2025 Q3	$136K	Hold	7,722	–	–	0.06%	254
2025 Q2	$136K	Hold	7,722	–	–	0.06%	246
2025 Q1	$131K	Hold	7,722	–	–	0.06%	245
2024 Q4	$140K	Hold	7,722	–	–	0.07%	242
2024 Q3	$144K	Sell	7,722 -242	-3%	-$4.16K	0.07%	241
2024 Q2	$127K	Hold	7,964	–	–	0.06%	246
2024 Q1	$131K	Hold	7,964	–	–	0.06%	247
2023 Q4	$138K	Hold	7,964	–	–	0.07%	231
2023 Q3	$115K	Hold	7,964	–	–	0.06%	236
2023 Q2	$124K	Hold	7,964	–	–	0.07%	228
2023 Q1	$147K	Hold	7,964	–	–	0.11%	158
2022 Q4	$169K	Buy	+7,964	New	+$174K	0.15%	115

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

Caldwell Sutter Capital's OCFC Position: Q1 2026 in Review

Caldwell Sutter Capital held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 5,209 shares worth $94K. The position accounts for 0.04% of the portfolio, ranked #305.

Caldwell Sutter Capital first reported a position in OCFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $169K in Q4 2022. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Caldwell Sutter Capital held 5,209 shares of OceanFirst Financial worth $94K as of Q1 2026.
Caldwell Sutter Capital left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up 0.04% of Caldwell Sutter Capital's portfolio in Q1 2026, its #305 holding.
Caldwell Sutter Capital first reported a position in OceanFirst Financial in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's OceanFirst Financial position peaked at $169K in Q4 2022.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.