Citadel Advisors’s OceanFirst Financial OCFC Stock Holding History

Citadel Advisors’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	-200	Closed	-$3.4K	–	14312
2025 Q1	$3.4K	Buy	+200	New	+$3.56K	﹤0.01%	13967
2024 Q4	–	Sell	-200	Closed	-$3.72K	–	15119
2024 Q3	$3.72K	Sell	200 -3,800	-95%	-$65.3K	﹤0.01%	13630
2024 Q2	$63.6K	Buy	4,000 +2,700	+208%	+$40.8K	﹤0.01%	11496
2024 Q1	$21.3K	Sell	1,300 -1,100	-46%	-$17.7K	﹤0.01%	12971
2023 Q4	$41.7K	Sell	2,400 -1,700	-41%	-$24.8K	﹤0.01%	11977
2023 Q3	$59.3K	Sell	4,100 -8,500	-67%	-$143K	﹤0.01%	11553
2023 Q2	$197K	Sell	12,600 -2,800	-18%	-$43.7K	﹤0.01%	9923
2023 Q1	$285K	Buy	15,400 +12,000	+353%	+$266K	﹤0.01%	9479
2022 Q4	$72.3K	Buy	+3,400	New	+$74.2K	﹤0.01%	11663

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Citadel Advisors's OCFC Position: Q1 2026 in Review

Citadel Advisors increased its OceanFirst Financial (OCFC) stake by 882% in Q1 2026, buying an estimated $8.5M and bringing the position to 514,309 shares worth $9.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Citadel Advisors first reported a position in OCFC in Q2 2014 and has held it in 37 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Citadel Advisors held 514,309 shares of OceanFirst Financial worth $9.28M as of Q1 2026.
Citadel Advisors bought 461,915 OceanFirst Financial shares in Q1 2026, an estimated $8.5M.
OceanFirst Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #3359 holding.
Citadel Advisors first reported a position in OceanFirst Financial in Q2 2014 and has held it in 37 quarters since.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.