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Curi RMB Capital’s OceanFirst Financial OCFC Stock Holding History

Curi RMB Capital’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
2025
Q4 		– Sell
-52,377
Closed -$920K – 892
2025
Q3 		$920K Hold
52,377
– – 0.02% 430
2025
Q2 		$922K Sell
52,377
-47,623
-48% -$794K 0.02% 424
2025
Q1 		$1.7M Buy
100,000
+50,000
+100% +$890K 0.04% 281
2024
Q4 		$905K Hold
50,000
– – 0.02% 347
2024
Q3 		$930K Sell
50,000
-25,000
-33% -$429K 0.02% 347
2024
Q2 		$1.19M Hold
75,000
– – 0.03% 318
2024
Q1 		$1.23M Hold
75,000
– – 0.03% 320
2023
Q4 		$1.3M Sell
75,000
-75,000
-50% -$1.09M 0.04% 269
2023
Q3 		$2.17M Hold
150,000
– – 0.07% 211
2023
Q2 		$2.34M Hold
150,000
– – 0.08% 202
2023
Q1 		$2.77M Sell
150,000
-50,000
-25% -$1.11M 0.1% 181
2022
Q4 		$4.25M Sell
200,000
-25,000
-11% -$546K 0.15% 148
2022
Q3 		$4.19M Hold
225,000
– – 0.16% 146
2022
Q2 		$4.3M Buy
+225,000
New +$4.31M 0.15% 146
2021
Q3 		– Sell
-21,225
Closed -$442K – 459
2021
Q2 		$442K Buy
+21,225
New +$475K 0.01% 366
2018
Q4 		– Sell
-187,337
Closed -$5.1M – 967
2018
Q3 		$5.1M Sell
187,337
-29,620
-14% -$865K 0.12% 201
2018
Q2 		$6.5M Sell
216,957
-380,967
-64% -$10.8M 0.15% 168
2018
Q1 		$16M Buy
+597,924
New +$16.1M 0.41% 59
2016
Q4 		– Sell
-396,344
Closed -$7.63M – 532
2016
Q3 		$7.63M Buy
396,344
+229,418
+137% +$4.37M 0.41% 74
2016
Q2 		$3.03M Sell
166,926
-56,895
-25% -$1.04M 0.16% 135
2016
Q1 		$3.96M Buy
+223,821
New +$3.93M 0.26% 112

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Curi RMB Capital's OCFC Position: Q4 2025 in Review

Curi RMB Capital sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 52,377 shares — an estimated $920K sold.

Curi RMB Capital first reported a position in OCFC in Q1 2016 and held it in 21 quarters. The position peaked at $16M in Q1 2018. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • Curi RMB Capital reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
  • Curi RMB Capital sold 52,377 OceanFirst Financial shares in Q4 2025, an estimated $920K.
  • Curi RMB Capital first reported a position in OceanFirst Financial in Q1 2016 and held it in 21 quarters.
  • Curi RMB Capital's OceanFirst Financial position peaked at $16M in Q1 2018.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Curi RMB Capital's 13F filing for Q4 2025, filed 17 Feb 2026.