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Cornercap Investment Counsel’s OceanFirst Financial OCFC Stock Holding History

Cornercap Investment Counsel’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
Q1 		– Sell
-21,859
Closed -$396K – 356
2024
Q4 		$396K Sell
21,859
-12,810
-37% -$245K 0.13% 278
2024
Q3 		$644K Sell
34,669
-35,312
-50% -$606K 0.19% 171
2024
Q2 		$1.11M Buy
69,981
+35,994
+106% +$544K 0.18% 177
2024
Q1 		$558K Buy
+33,987
New +$548K 0.09% 390
2023
Q2 		– Sell
-56,427
Closed -$1.04M – 638
2023
Q1 		$1.04M Buy
56,427
+619
+1% +$13.7K 0.18% 195
2022
Q4 		$1.19M Hold
55,808
– – 0.21% 131
2022
Q3 		$1.04M Buy
55,808
+57
+0.1% +$1.14K 0.2% 155
2022
Q2 		$1.07M Buy
55,751
+3,067
+6% +$58.8K 0.19% 173
2022
Q1 		$1.06M Hold
52,684
– – 0.12% 281
2021
Q4 		$1.17M Buy
52,684
+682
+1% +$14.9K 0.17% 220
2021
Q3 		$1.11M Buy
+52,002
New +$1.07M 0.13% 278
2020
Q4 		– Sell
-32,661
Closed -$447K – 568
2020
Q3 		$447K Buy
+32,661
New +$513K 0.06% 403
2016
Q4 		– Sell
-29,560
Closed -$569K – 391
2016
Q3 		$569K Buy
29,560
+3,545
+14% +$67.6K 0.1% 241
2016
Q2 		$473K Hold
26,015
– – 0.09% 282
2016
Q1 		$460K Buy
+26,015
New +$456K 0.09% 279

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cornercap Investment Counsel's OCFC Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 21,859 shares — an estimated $396K sold.

Cornercap Investment Counsel first reported a position in OCFC in Q1 2016 and held it in 15 quarters. The position peaked at $1.19M in Q4 2022. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 21,859 OceanFirst Financial shares in Q1 2025, an estimated $396K.
  • Cornercap Investment Counsel first reported a position in OceanFirst Financial in Q1 2016 and held it in 15 quarters.
  • Cornercap Investment Counsel's OceanFirst Financial position peaked at $1.19M in Q4 2022.
  • 205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.