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CIBC World Markets’s OceanFirst Financial OCFC Stock Holding History

CIBC World Markets’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
-12,765
Closed -$217K – 1813
2025
Q1 		$217K Buy
+12,765
New +$227K ﹤0.01% 1425

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIBC World Markets's OCFC Position: Q2 2025 in Review

CIBC World Markets sold out of OceanFirst Financial (OCFC) in Q2 2025, closing a stake of 12,765 shares — an estimated $217K sold.

CIBC World Markets first reported a position in OCFC in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 193 funds tracked by Wall St. Rank hold OCFC as of Q2 2025.

  • CIBC World Markets reported no remaining OceanFirst Financial position as of Q2 2025 after selling out during the quarter.
  • CIBC World Markets sold 12,765 OceanFirst Financial shares in Q2 2025, an estimated $217K.
  • CIBC World Markets first reported a position in OceanFirst Financial in Q1 2025 and held it in 1 quarter.
  • CIBC World Markets's OceanFirst Financial position peaked at $217K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.