CMF
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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
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

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

Counterpoint Mutual Funds's OCFC Position: Q2 2026 in Review

Counterpoint Mutual Funds opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 16,553 shares worth $323K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in OCFC as recently as Q1 2023.

Counterpoint Mutual Funds first reported a position in OCFC in Q1 2023 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Counterpoint Mutual Funds held 16,553 shares of OceanFirst Financial worth $323K as of Q2 2026.
  • OceanFirst Financial was a new Counterpoint Mutual Funds position in Q2 2026.
  • OceanFirst Financial made up 0.03% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #232 holding.
  • Counterpoint Mutual Funds first reported a position in OceanFirst Financial in Q1 2023 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.