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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
Q2 		$14.3M Buy
734,313
+413,595
+129% +$7.71M 0.31% 81
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 $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

CSM Advisors's OCFC Position: Q2 2026 in Review

CSM Advisors increased its OceanFirst Financial (OCFC) stake by 129% in Q2 2026, buying an estimated $7.71M and bringing the position to 734,313 shares worth $14.3M. The position accounts for 0.31% of the portfolio, ranked #81.

CSM Advisors first reported a position in OCFC in Q2 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • CSM Advisors held 734,313 shares of OceanFirst Financial worth $14.3M as of Q2 2026.
  • CSM Advisors bought 413,595 OceanFirst Financial shares in Q2 2026, an estimated $7.71M.
  • OceanFirst Financial made up 0.31% of CSM Advisors's portfolio in Q2 2026, its #81 holding.
  • CSM Advisors first reported a position in OceanFirst Financial in Q2 2025 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.