CIBC Private Wealth Group
OCFC icon

CIBC Private Wealth Group’s OceanFirst Financial OCFC Stock Holding History

CIBC Private Wealth Group’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
Q4 		$192K Hold
10,691
– – ﹤0.01% 1214
2025
Q3 		$188K Buy
10,691
+305
+3% +$5.45K ﹤0.01% 1213
2025
Q2 		$183K Buy
10,386
+179
+2% +$2.98K ﹤0.01% 1161
2025
Q1 		$152K Buy
10,207
+337
+3% +$6K ﹤0.01% 1183
2024
Q4 		$178K Sell
9,870
-1,563
-14% -$29.8K ﹤0.01% 1196
2024
Q3 		$213K Buy
11,433
+3,194
+39% +$54.9K ﹤0.01% 1153
2024
Q2 		$128K Buy
8,239
+487
+6% +$7.36K ﹤0.01% 1300
2024
Q1 		$123K Buy
+7,752
New +$125K ﹤0.01% 1306
2022
Q3 		– Sell
-12,282
Closed -$235K – 1108
2022
Q2 		$235K Sell
12,282
-2,998
-20% -$57.5K ﹤0.01% 850
2022
Q1 		$307K Buy
15,280
+3,247
+27% +$72.4K ﹤0.01% 837
2021
Q4 		$267K Buy
+12,033
New +$262K ﹤0.01% 907

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIBC Private Wealth Group's OCFC Position: Q4 2025 in Review

CIBC Private Wealth Group held its OceanFirst Financial (OCFC) position steady in Q4 2025 at 10,691 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

CIBC Private Wealth Group first reported a position in OCFC in Q4 2021 and has held it in 11 quarters since. The position peaked at $307K in Q1 2022. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • CIBC Private Wealth Group held 10,691 shares of OceanFirst Financial worth $192K as of Q4 2025.
  • CIBC Private Wealth Group left its OceanFirst Financial share count unchanged in Q4 2025.
  • OceanFirst Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1214 holding.
  • CIBC Private Wealth Group first reported a position in OceanFirst Financial in Q4 2021 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's OceanFirst Financial position peaked at $307K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.