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
Q1 		$189K Sell
15,425
-5,315
-26% -$97.9K ﹤0.01% 2579
2025
Q4 		$372K Buy
+20,740
New +$388K ﹤0.01% 2459

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

Corient Private Wealth's OCFC Position: Q1 2026 in Review

Corient Private Wealth reduced its OceanFirst Financial (OCFC) stake by 26% in Q1 2026, selling an estimated $97.9K and leaving 15,425 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Corient Private Wealth first reported a position in OCFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $372K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Corient Private Wealth held 15,425 shares of OceanFirst Financial worth $189K as of Q1 2026.
  • Corient Private Wealth sold 5,315 OceanFirst Financial shares in Q1 2026, an estimated $97.9K.
  • OceanFirst Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2579 holding.
  • Corient Private Wealth first reported a position in OceanFirst Financial in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's OceanFirst Financial position peaked at $372K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.