Carson Wealth (CWM LLC)
OCFC icon

Carson Wealth (CWM LLC)’s OceanFirst Financial OCFC Stock Holding History

Carson Wealth (CWM LLC)’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 		$333K Sell
18,466
-4,981
-21% -$91.7K ﹤0.01% 2310
2025
Q4 		$421K Buy
23,447
+141
+0.6% +$2.63K ﹤0.01% 2026
2025
Q3 		$409K Buy
23,306
+1,742
+8% +$31.1K ﹤0.01% 1914
2025
Q2 		$380K Sell
21,564
-1,853
-8% -$30.9K ﹤0.01% 1725
2025
Q1 		$398K Sell
23,417
-790
-3% -$14.1K ﹤0.01% 1546
2024
Q4 		$438K Buy
24,207
+2,568
+12% +$49K ﹤0.01% 1435
2024
Q3 		$402K Buy
21,639
+11,114
+106% +$191K ﹤0.01% 1408
2024
Q2 		$167K Buy
10,525
+8,565
+437% +$129K ﹤0.01% 1684
2024
Q1 		$32K Buy
1,960
+1,521
+346% +$24.5K ﹤0.01% 2605
2023
Q4 		$8K Buy
439
+299
+214% +$4.36K ﹤0.01% 3295
2023
Q3 		$2K Buy
140
+121
+637% +$2.04K ﹤0.01% 3839
2023
Q2 		$0 Sell
19
-10
-34% -$156 ﹤0.01% 4380
2023
Q1 		$1K Sell
29
-50
-63% -$1.11K ﹤0.01% 3883
2022
Q4 		$2K Buy
+79
New +$1.73K ﹤0.01% 3603
2022
Q2 		– Sell
-41
Closed -$1K – 4013
2022
Q1 		$1K Buy
+41
New +$914 ﹤0.01% 3385

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OCFC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its OceanFirst Financial (OCFC) stake by 21% in Q1 2026, selling an estimated $91.7K and leaving 18,466 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Carson Wealth (CWM LLC) first reported a position in OCFC in Q1 2022 and has held it in 15 quarters since. The position peaked at $438K in Q4 2024. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,466 shares of OceanFirst Financial worth $333K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,981 OceanFirst Financial shares in Q1 2026, an estimated $91.7K.
  • OceanFirst Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2310 holding.
  • Carson Wealth (CWM LLC) first reported a position in OceanFirst Financial in Q1 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s OceanFirst Financial position peaked at $438K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.