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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
Q2 		$1K Sell
41
-5
-11% -$93 ﹤0.01% 2264
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 $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

Covestor's OCFC Position: Q2 2026 in Review

Covestor reduced its OceanFirst Financial (OCFC) stake by 11% in Q2 2026, selling an estimated $93 and leaving 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Covestor first reported a position in OCFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6K in Q2 2022. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Covestor held 41 shares of OceanFirst Financial worth $1K as of Q2 2026.
  • Covestor sold 5 OceanFirst Financial shares in Q2 2026, an estimated $93.
  • OceanFirst Financial made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2264 holding.
  • Covestor first reported a position in OceanFirst Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's OceanFirst Financial position peaked at $6K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.