Counterpoint Mutual Funds
OCFC icon

Counterpoint Mutual Funds’s OceanFirst Financial OCFC Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-16,553
Closed -$323K – 440
2026
Q2 		$323K Buy
+16,553
New +$309K 0.03% 232
2023
Q2 		– Sell
-5,667
Closed -$105K – 426
2023
Q1 		$105K Buy
+5,667
New +$126K 0.09% 232

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Hennion & Walsh Asset Management
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Harbor Capital Advisors
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Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Farther Finance Advisors
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CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Counterpoint Mutual Funds's OCFC Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of OceanFirst Financial (OCFC) in Q3 2026, closing a stake of 16,553 shares — an estimated $323K sold.

Counterpoint Mutual Funds first reported a position in OCFC in Q1 2023 and held it in 2 quarters. The position peaked at $323K in Q2 2026. 31 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining OceanFirst Financial position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 16,553 OceanFirst Financial shares in Q3 2026, an estimated $323K.
  • Counterpoint Mutual Funds first reported a position in OceanFirst Financial in Q1 2023 and held it in 2 quarters.
  • Counterpoint Mutual Funds's OceanFirst Financial position peaked at $323K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.