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OCFC icon

Covestor’s OceanFirst Financial OCFC Stock Holding History

Covestor’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 		$1K Buy
46
+14
+44% +$258 ﹤0.01% 2104
2025
Q4 		$1K Sell
32
-12
-27% -$224 ﹤0.01% 2126
2025
Q3 		$1K Sell
44
-15
-25% -$268 ﹤0.01% 2140
2025
Q2 		$1K Sell
59
-6
-9% -$100 ﹤0.01% 2063
2025
Q1 		$1K Sell
65
-18
-22% -$320 ﹤0.01% 2057
2024
Q4 		$2K Sell
83
-1
-1% -$19 ﹤0.01% 1916
2024
Q3 		$2K Buy
84
+21
+33% +$361 ﹤0.01% 1840
2024
Q2 		$1K Buy
63
+16
+34% +$242 ﹤0.01% 2073
2024
Q1 		$1K Sell
47
-72
-61% -$1.16K ﹤0.01% 2052
2023
Q4 		$2K Buy
119
+13
+12% +$190 ﹤0.01% 1871
2023
Q3 		$2K Sell
106
-5
-5% -$84 ﹤0.01% 1839
2023
Q2 		$2K Buy
111
+15
+16% +$234 ﹤0.01% 1853
2023
Q1 		$2K Buy
96
+44
+85% +$975 ﹤0.01% 1774
2022
Q4 		$1K Buy
52
+35
+206% +$764 ﹤0.01% 1909
2022
Q3 		$0 Sell
17
-298
-95% -$5.96K ﹤0.01% 2400
2022
Q2 		$6K Buy
315
+47
+18% +$901 ﹤0.01% 1372
2022
Q1 		$5K Buy
268
+90
+51% +$2.01K ﹤0.01% 1500
2021
Q4 		$4K Buy
+178
New +$3.88K 0.01% 1408

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

Covestor's OCFC Position: Q1 2026 in Review

Covestor increased its OceanFirst Financial (OCFC) stake by 44% in Q1 2026, buying an estimated $258 and bringing the position to 46 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Covestor first reported a position in OCFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6K in Q2 2022. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Covestor held 46 shares of OceanFirst Financial worth $1K as of Q1 2026.
  • Covestor bought 14 OceanFirst Financial shares in Q1 2026, an estimated $258.
  • OceanFirst Financial made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2104 holding.
  • Covestor first reported a position in OceanFirst Financial in Q4 2021 and has held it in 18 quarters since.
  • Covestor's OceanFirst Financial position peaked at $6K in Q2 2022.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.