Cerity Partners
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Cerity Partners’s OceanFirst Financial OCFC Stock Holding History

Cerity Partners’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 		$819K Buy
41,955
+12,586
+43% +$235K ﹤0.01% 2116
2026
Q1 		$530K Sell
29,369
-5,055
-15% -$93.1K ﹤0.01% 2255
2025
Q4 		$618K Buy
34,424
+340
+1% +$6.36K ﹤0.01% 1972
2025
Q3 		$599K Sell
34,084
-385
-1% -$6.88K ﹤0.01% 1867
2025
Q2 		$607K Sell
34,469
-7,140
-17% -$119K ﹤0.01% 1766
2025
Q1 		$708K Buy
41,609
+3,033
+8% +$54K ﹤0.01% 1580
2024
Q4 		$701K Sell
38,576
-3,329
-8% -$63.6K ﹤0.01% 1580
2024
Q3 		$779K Buy
41,905
+1,890
+5% +$32.5K ﹤0.01% 1529
2024
Q2 		$636K Buy
40,015
+4,889
+14% +$73.9K ﹤0.01% 1424
2024
Q1 		$576K Buy
35,126
+620
+2% +$10K ﹤0.01% 1532
2023
Q4 		$599K Buy
+34,506
New +$503K ﹤0.01% 1195
2023
Q3 		– Sell
-43,754
Closed -$683K – 1617
2023
Q2 		$683K Sell
43,754
-12,254
-22% -$191K ﹤0.01% 1059
2023
Q1 		$1.04M Sell
56,008
-3,396
-6% -$75.3K ﹤0.01% 960
2022
Q4 		$1.26M Buy
59,404
+418
+0.7% +$9.13K 0.01% 638
2022
Q3 		$1.1M Sell
58,986
-3,575
-6% -$71.5K 0.01% 493
2022
Q2 		$1.2M Buy
62,561
+60
+0.1% +$1.15K 0.01% 514
2022
Q1 		$1.26M Hold
62,501
– – 0.02% 407
2021
Q4 		$1.39M Buy
62,501
+275
+0.4% +$6K 0.02% 380
2021
Q3 		$1.33M Hold
62,226
– – 0.03% 321
2021
Q2 		$1.3M Sell
62,226
-8,040
-11% -$180K 0.03% 328
2021
Q1 		$1.68M Sell
70,266
-344
-0.5% -$7.4K 0.04% 277
2020
Q4 		$1.31M Buy
70,610
+5,017
+8% +$82.1K 0.04% 269
2020
Q3 		$898K Hold
65,593
– – 0.04% 258
2020
Q2 		$1.16M Hold
65,593
– – 0.06% 188
2020
Q1 		$1.04M Buy
+65,593
New +$1.39M 0.07% 197

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
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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Cerity Partners's OCFC Position: Q2 2026 in Review

Cerity Partners increased its OceanFirst Financial (OCFC) stake by 43% in Q2 2026, buying an estimated $235K and bringing the position to 41,955 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Cerity Partners first reported a position in OCFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.68M in Q1 2021. 213 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Cerity Partners held 41,955 shares of OceanFirst Financial worth $819K as of Q2 2026.
  • Cerity Partners bought 12,586 OceanFirst Financial shares in Q2 2026, an estimated $235K.
  • OceanFirst Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2116 holding.
  • Cerity Partners first reported a position in OceanFirst Financial in Q1 2020 and has held it in 25 quarters since.
  • Cerity Partners's OceanFirst Financial position peaked at $1.68M in Q1 2021.
  • 213 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.