Creative Planning’s OceanFirst Financial OCFC Stock Holding History

Creative Planning’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	$1.71M	Sell	94,576 -6,075	-6%	-$112K	﹤0.01%	2028
2025 Q4	$1.81M	Buy	100,651 +4,267	+4%	+$79.8K	﹤0.01%	1805
2025 Q3	$1.69M	Buy	96,384 +7,010	+8%	+$125K	﹤0.01%	1669
2025 Q2	$1.57M	Buy	89,374 +49,571	+125%	+$827K	﹤0.01%	1506
2025 Q1	$677K	Sell	39,803 -9,625	-19%	-$171K	﹤0.01%	2031
2024 Q4	$895K	Buy	49,428 +7,803	+19%	+$149K	﹤0.01%	1727
2024 Q3	$774K	Buy	41,625 +1,411	+4%	+$24.2K	﹤0.01%	1729
2024 Q2	$639K	Buy	40,214 +28,874	+255%	+$436K	﹤0.01%	1756
2024 Q1	$186K	Buy	+11,340	New	+$183K	﹤0.01%	2588
2017 Q3	–	Sell	-1,046	Closed	-$28K	–	3116
2017 Q2	$28K	Hold	1,046	–	–	﹤0.01%	2936
2017 Q1	$29K	Hold	1,046	–	–	﹤0.01%	2865
2016 Q4	$31K	Buy	1,046 +919	+724%	+$21.4K	﹤0.01%	2768
2016 Q3	$2K	Hold	127	–	–	﹤0.01%	4239
2016 Q2	$2K	Buy	+127	New	+$2.31K	﹤0.01%	4033

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Creative Planning's OCFC Position: Q1 2026 in Review

Creative Planning reduced its OceanFirst Financial (OCFC) stake by 6% in Q1 2026, selling an estimated $112K and leaving 94,576 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Creative Planning first reported a position in OCFC in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.81M in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Creative Planning held 94,576 shares of OceanFirst Financial worth $1.71M as of Q1 2026.
Creative Planning sold 6,075 OceanFirst Financial shares in Q1 2026, an estimated $112K.
OceanFirst Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2028 holding.
Creative Planning first reported a position in OceanFirst Financial in Q2 2016 and has held it in 14 quarters since.
Creative Planning's OceanFirst Financial position peaked at $1.81M in Q4 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.