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CSM Advisors’s OceanFirst Financial OCFC Stock Holding History

CSM Advisors’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 		$5.79M Sell
320,718
-1,696
-0.5% -$31.2K 0.14% 165
2025
Q4 		$5.79M Buy
322,414
+36,947
+13% +$691K 0.16% 143
2025
Q3 		$5.01M Sell
285,467
-8,717
-3% -$156K 0.14% 169
2025
Q2 		$5.18M Buy
+294,184
New +$4.91M 0.15% 172

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

CSM Advisors's OCFC Position: Q1 2026 in Review

CSM Advisors reduced its OceanFirst Financial (OCFC) stake by 0.53% in Q1 2026, selling an estimated $31.2K and leaving 320,718 shares worth $5.79M. The position accounts for 0.14% of the portfolio, ranked #165.

CSM Advisors first reported a position in OCFC in Q2 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • CSM Advisors held 320,718 shares of OceanFirst Financial worth $5.79M as of Q1 2026.
  • CSM Advisors sold 1,696 OceanFirst Financial shares in Q1 2026, an estimated $31.2K.
  • OceanFirst Financial made up 0.14% of CSM Advisors's portfolio in Q1 2026, its #165 holding.
  • CSM Advisors first reported a position in OceanFirst Financial in Q2 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.