CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s OceanFirst Financial OCFC Stock Holding History

CAPTRUST Financial Advisors’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 		$347K Buy
17,764
+5,815
+49% +$108K ﹤0.01% 2465
2026
Q1 		$216K Sell
11,949
-2,190
-15% -$40.3K ﹤0.01% 2631
2025
Q4 		$254K Sell
14,139
-258
-2% -$4.82K ﹤0.01% 2367
2025
Q3 		$253K Buy
14,397
+4,176
+41% +$74.6K ﹤0.01% 2292
2025
Q2 		$180K Sell
10,221
-335
-3% -$5.59K ﹤0.01% 2323
2025
Q1 		$180K Sell
10,556
-1,172
-10% -$20.9K ﹤0.01% 2177
2024
Q4 		$212K Buy
11,728
+882
+8% +$16.8K ﹤0.01% 2115
2024
Q3 		$202K Buy
+10,846
New +$186K ﹤0.01% 2131
2024
Q1 		– Sell
-14,449
Closed -$251K – 2485
2023
Q4 		$251K Buy
+14,449
New +$211K ﹤0.01% 2230
2022
Q3 		– Sell
-634
Closed -$12K – 3373
2022
Q2 		$12K Buy
634
+132
+26% +$2.53K ﹤0.01% 3657
2022
Q1 		$10K Sell
502
-99
-16% -$2.21K ﹤0.01% 3808
2021
Q4 		$13K Sell
601
-579
-49% -$12.6K ﹤0.01% 3566
2021
Q3 		$25K Sell
1,180
-77
-6% -$1.58K ﹤0.01% 3015
2021
Q2 		$26K Buy
1,257
+518
+70% +$11.6K ﹤0.01% 2940
2021
Q1 		$18K Buy
+739
New +$15.9K ﹤0.01% 3073

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's OCFC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its OceanFirst Financial (OCFC) stake by 49% in Q2 2026, buying an estimated $108K and bringing the position to 17,764 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

CAPTRUST Financial Advisors first reported a position in OCFC in Q1 2021 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,764 shares of OceanFirst Financial worth $347K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 5,815 OceanFirst Financial shares in Q2 2026, an estimated $108K.
  • OceanFirst Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2465 holding.
  • CAPTRUST Financial Advisors first reported a position in OceanFirst Financial in Q1 2021 and has held it in 15 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.