Corient Private Wealth
OCFC icon

Corient Private Wealth’s OceanFirst Financial OCFC Stock Holding History

Corient Private Wealth’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 		$288K Sell
14,748
-677
-4% -$12.6K ﹤0.01% 2592
2026
Q1 		$189K Buy
15,425
+5,055
+49% +$93.1K ﹤0.01% 2579
2025
Q4 		$186K Buy
+10,370
New +$194K ﹤0.01% 2445

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's OCFC Position: Q2 2026 in Review

Corient Private Wealth reduced its OceanFirst Financial (OCFC) stake by 4.4% in Q2 2026, selling an estimated $12.6K and leaving 14,748 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

Corient Private Wealth first reported a position in OCFC in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Corient Private Wealth held 14,748 shares of OceanFirst Financial worth $288K as of Q2 2026.
  • Corient Private Wealth sold 677 OceanFirst Financial shares in Q2 2026, an estimated $12.6K.
  • OceanFirst Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2592 holding.
  • Corient Private Wealth first reported a position in OceanFirst Financial in Q4 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.