Cary Street Partners Investment Advisory’s OceanFirst Financial OCFC Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	–	Sell	-62	Closed	-$1.05K	–	605
2025 Q1	$1.05K	Hold	62	–	–	﹤0.01%	551
2024 Q4	$1.12K	Buy	+62	New	+$1.18K	﹤0.01%	496
2023 Q4	–	Sell	-9,579	Closed	-$139K	–	1425
2023 Q3	$139K	Buy	9,579 +1,550	+19%	+$26.1K	0.01%	639
2023 Q2	$125K	Hold	8,029	–	–	0.01%	622
2023 Q1	$148K	Hold	8,029	–	–	0.01%	527
2022 Q4	$171K	Buy	+8,029	New	+$175K	0.01%	497
2021 Q2	–	Sell	-250	Closed	-$6K	–	334
2021 Q1	$6K	Buy	+250	New	+$5.38K	﹤0.01%	306
2020 Q4	–	Sell	-10,579	Closed	-$145K	–	697
2020 Q3	$145K	Buy	+10,579	New	+$166K	0.03%	310

Other funds holding OCFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cary Street Partners Investment Advisory's OCFC Position: Q2 2025 in Review

Cary Street Partners Investment Advisory sold out of OceanFirst Financial (OCFC) in Q2 2025, closing a stake of 62 shares — an estimated $1.05K sold.

Cary Street Partners Investment Advisory first reported a position in OCFC in Q3 2020 and held it in 8 quarters. The position peaked at $171K in Q4 2022. 193 funds tracked by Wall St. Rank hold OCFC as of Q2 2025.

Cary Street Partners Investment Advisory reported no remaining OceanFirst Financial position as of Q2 2025 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 62 OceanFirst Financial shares in Q2 2025, an estimated $1.05K.
Cary Street Partners Investment Advisory first reported a position in OceanFirst Financial in Q3 2020 and held it in 8 quarters.
Cary Street Partners Investment Advisory's OceanFirst Financial position peaked at $171K in Q4 2022.
193 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.