Creative Planning
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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
Q2 		$2.62M Buy
134,004
+39,428
+42% +$735K ﹤0.01% 1882
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
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

Creative Planning's OCFC Position: Q2 2026 in Review

Creative Planning increased its OceanFirst Financial (OCFC) stake by 42% in Q2 2026, buying an estimated $735K and bringing the position to 134,004 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Creative Planning first reported a position in OCFC in Q2 2016 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Creative Planning held 134,004 shares of OceanFirst Financial worth $2.62M as of Q2 2026.
  • Creative Planning bought 39,428 OceanFirst Financial shares in Q2 2026, an estimated $735K.
  • OceanFirst Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1882 holding.
  • Creative Planning first reported a position in OceanFirst Financial in Q2 2016 and has held it in 15 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.