CA
OCFC icon

Clearstead Advisors’s OceanFirst Financial OCFC Stock Holding History

Clearstead 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
2026
Q2 		$118 Buy
+6
New +$112 ﹤0.01% 3330
2025
Q4 		– Sell
-98
Closed -$1.72K – 3097
2025
Q3 		$1.72K Buy
+98
New +$1.75K ﹤0.01% 2490
2021
Q4 		– Sell
-789
Closed -$17K – 1386
2021
Q3 		$17K Buy
+789
New +$16.2K ﹤0.01% 863

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return

Clearstead Advisors's OCFC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 6 shares worth $118. The stake represents ﹤0.01% of the portfolio and ranks #3330 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OCFC as recently as Q3 2025.

Clearstead Advisors first reported a position in OCFC in Q3 2021 and has held it in 3 quarters since. The position peaked at $17K in Q3 2021. 81 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Clearstead Advisors held 6 shares of OceanFirst Financial worth $118 as of Q2 2026.
  • OceanFirst Financial was a new Clearstead Advisors position in Q2 2026.
  • OceanFirst Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3330 holding.
  • Clearstead Advisors first reported a position in OceanFirst Financial in Q3 2021 and has held it in 3 quarters since.
  • Clearstead Advisors's OceanFirst Financial position peaked at $17K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.