CT
OCFC icon

Colonial Trust’s OceanFirst Financial OCFC Stock Holding History

Colonial Trust’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 		$4.32K Hold
245
– – ﹤0.01% 879
2025
Q4 		$4.48K Buy
+245
New +$4.58K ﹤0.01% 863

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

Colonial Trust's OCFC Position: Q1 2026 in Review

Colonial Trust held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 245 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Colonial Trust first reported a position in OCFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.48K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Colonial Trust held 245 shares of OceanFirst Financial worth $4.32K as of Q1 2026.
  • Colonial Trust left its OceanFirst Financial share count unchanged in Q1 2026.
  • OceanFirst Financial made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #879 holding.
  • Colonial Trust first reported a position in OceanFirst Financial in Q4 2025 and has held it in 2 quarters since.
  • Colonial Trust's OceanFirst Financial position peaked at $4.48K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.