Citigroup
OCFC icon

Citigroup’s OceanFirst Financial OCFC Stock Holding History

Citigroup’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
Q1 		$1.2M Buy
66,425
+14,644
+28% +$270K ﹤0.01% 2997
2025
Q4 		$929K Buy
51,781
+10,418
+25% +$195K ﹤0.01% 3187
2025
Q3 		$727K Sell
41,363
-15,589
-27% -$279K ﹤0.01% 3370
2025
Q2 		$1M Sell
56,952
-15,262
-21% -$254K ﹤0.01% 3191
2025
Q1 		$1.23M Sell
72,214
-9,232
-11% -$164K ﹤0.01% 3108
2024
Q4 		$1.47M Buy
81,446
+2,159
+3% +$41.2K ﹤0.01% 3054
2024
Q3 		$1.47M Buy
79,287
+10,601
+15% +$182K ﹤0.01% 2938
2024
Q2 		$1.09M Buy
68,686
+1,713
+3% +$25.9K ﹤0.01% 2851
2024
Q1 		$1.1M Buy
66,973
+167
+0.2% +$2.69K ﹤0.01% 2945
2023
Q4 		$1.16M Buy
66,806
+33,888
+103% +$494K ﹤0.01% 2695
2023
Q3 		$476K Sell
32,918
-27,943
-46% -$470K ﹤0.01% 3104
2023
Q2 		$951K Buy
60,861
+50,045
+463% +$780K ﹤0.01% 2878
2023
Q1 		$200K Buy
10,816
+7,800
+259% +$173K ﹤0.01% 3730
2022
Q4 		$64.1K Sell
3,016
-6,787
-69% -$148K ﹤0.01% 4208
2022
Q3 		$183K Sell
9,803
-4,903
-33% -$98K ﹤0.01% 3824
2022
Q2 		$281K Buy
14,706
+6,498
+79% +$125K ﹤0.01% 3644
2022
Q1 		$164K Sell
8,208
-7,979
-49% -$178K ﹤0.01% 4178
2021
Q4 		$359K Buy
16,187
+6,808
+73% +$148K ﹤0.01% 4013
2021
Q3 		$201K Sell
9,379
-31,192
-77% -$639K ﹤0.01% 4114
2021
Q2 		$845K Buy
40,571
+10,276
+34% +$230K ﹤0.01% 3356
2021
Q1 		$725K Buy
30,295
+16,881
+126% +$363K ﹤0.01% 3207
2020
Q4 		$250K Buy
13,414
+1,607
+14% +$26.3K ﹤0.01% 4819
2020
Q3 		$162K Sell
11,807
-11,987
-50% -$188K ﹤0.01% 4765
2020
Q2 		$420K Buy
23,794
+5,799
+32% +$92.8K ﹤0.01% 4429
2020
Q1 		$286K Sell
17,995
-2,251
-11% -$47.5K ﹤0.01% 4405
2019
Q4 		$517K Buy
20,246
+1,752
+9% +$42.1K ﹤0.01% 4392
2019
Q3 		$436K Sell
18,494
-596
-3% -$13.9K ﹤0.01% 4472
2019
Q2 		$474K Buy
19,090
+1,789
+10% +$44K ﹤0.01% 4479
2019
Q1 		$416K Sell
17,301
-3,883
-18% -$94.3K ﹤0.01% 4375
2018
Q4 		$477K Buy
21,184
+5,829
+38% +$146K ﹤0.01% 4171
2018
Q3 		$418K Buy
15,355
+4,554
+42% +$133K ﹤0.01% 4499
2018
Q2 		$323K Buy
10,801
+1,128
+12% +$31.9K ﹤0.01% 4553
2018
Q1 		$259K Buy
9,673
+1,789
+23% +$48.2K ﹤0.01% 4681
2017
Q4 		$207K Buy
7,884
+4,822
+157% +$131K ﹤0.01% 5003
2017
Q3 		$84K Buy
3,062
+2,981
+3,680% +$77.7K ﹤0.01% 5693
2017
Q2 		$2K Sell
81
-945
-92% -$25.8K ﹤0.01% 7004
2017
Q1 		$29K Sell
1,026
-25,035
-96% -$728K ﹤0.01% 6062
2016
Q4 		$783K Buy
26,061
+24,561
+1,637% +$572K ﹤0.01% 3939
2016
Q3 		$29K Hold
1,500
– – ﹤0.01% 6009
2016
Q2 		$27K Sell
1,500
-11,656
-89% -$212K ﹤0.01% 5978
2016
Q1 		$232K Buy
13,156
+6,935
+111% +$122K ﹤0.01% 4943
2015
Q4 		$124K Buy
6,221
+4,181
+205% +$80.3K ﹤0.01% 5183
2015
Q3 		$34K Buy
2,040
+154
+8% +$2.77K ﹤0.01% 5684
2015
Q2 		$35K Sell
1,886
-2,878
-60% -$49.8K ﹤0.01% 5761
2015
Q1 		$83K Sell
4,764
-3,475
-42% -$58.2K ﹤0.01% 5161
2014
Q4 		$141K Buy
8,239
+5,676
+221% +$93.5K ﹤0.01% 4962
2014
Q3 		$40K Sell
2,563
-383
-13% -$6.3K ﹤0.01% 5455
2014
Q2 		$49K Sell
2,946
-4,085
-58% -$68.1K ﹤0.01% 5186
2014
Q1 		$124K Sell
7,031
-12,915
-65% -$228K ﹤0.01% 4785
2013
Q4 		$342K Buy
19,946
+7,048
+55% +$125K ﹤0.01% 4156
2013
Q3 		$219K Buy
12,898
+4,873
+61% +$82.2K ﹤0.01% 4076
2013
Q2 		$125K Buy
+8,025
New +$114K ﹤0.01% 4665

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

Citigroup's OCFC Position: Q1 2026 in Review

Citigroup increased its OceanFirst Financial (OCFC) stake by 28% in Q1 2026, buying an estimated $270K and bringing the position to 66,425 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Citigroup first reported a position in OCFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.47M in Q4 2024. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Citigroup held 66,425 shares of OceanFirst Financial worth $1.2M as of Q1 2026.
  • Citigroup bought 14,644 OceanFirst Financial shares in Q1 2026, an estimated $270K.
  • OceanFirst Financial made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2997 holding.
  • Citigroup first reported a position in OceanFirst Financial in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's OceanFirst Financial position peaked at $1.47M in Q4 2024.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.