CoreCap Advisors
OCFC icon

CoreCap Advisors’s OceanFirst Financial OCFC Stock Holding History

CoreCap 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
Q3 		$83 Hold
5
– – ﹤0.01% 3064
2026
Q2 		$98 Buy
+5
New +$93 ﹤0.01% 3079

Other funds holding OCFC

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors's OCFC Position: Q3 2026 in Review

CoreCap Advisors held its OceanFirst Financial (OCFC) position steady in Q3 2026 at 5 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

CoreCap Advisors first reported a position in OCFC in Q2 2026 and has held it in 2 quarters since. The position peaked at $98 in Q2 2026. 21 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • CoreCap Advisors held 5 shares of OceanFirst Financial worth $83 as of Q3 2026.
  • CoreCap Advisors left its OceanFirst Financial share count unchanged in Q3 2026.
  • OceanFirst Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #3064 holding.
  • CoreCap Advisors first reported a position in OceanFirst Financial in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's OceanFirst Financial position peaked at $98 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.