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Coldstream Capital Management’s OceanFirst Financial OCFC Stock Holding History

Coldstream Capital Management’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
-3,784
Closed -$64.4K – 2604
2025
Q1 		$64.4K Buy
+3,784
New +$67.4K ﹤0.01% 1574

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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

Coldstream Capital Management's OCFC Position: Q2 2025 in Review

Coldstream Capital Management sold out of OceanFirst Financial (OCFC) in Q2 2025, closing a stake of 3,784 shares — an estimated $64.4K sold.

Coldstream Capital Management first reported a position in OCFC in Q1 2025 and held it in 1 quarter. The position peaked at $64.4K in Q1 2025. 193 funds tracked by Wall St. Rank hold OCFC as of Q2 2025.

  • Coldstream Capital Management reported no remaining OceanFirst Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 3,784 OceanFirst Financial shares in Q2 2025, an estimated $64.4K.
  • Coldstream Capital Management first reported a position in OceanFirst Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's OceanFirst Financial position peaked at $64.4K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.