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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
2026
Q2 		$3.88M Buy
+198,882
New +$3.71M 0.06% 262
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 $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

Curi RMB Capital's OCFC Position: Q2 2026 in Review

Curi RMB Capital opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 198,882 shares worth $3.88M. The stake represents 0.06% of the portfolio and ranks #262 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in OCFC as recently as Q3 2025.

Curi RMB Capital first reported a position in OCFC in Q1 2016 and has held it in 22 quarters since. The position peaked at $16M in Q1 2018. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Curi RMB Capital held 198,882 shares of OceanFirst Financial worth $3.88M as of Q2 2026.
  • OceanFirst Financial was a new Curi RMB Capital position in Q2 2026.
  • OceanFirst Financial made up 0.06% of Curi RMB Capital's portfolio in Q2 2026, its #262 holding.
  • Curi RMB Capital first reported a position in OceanFirst Financial in Q1 2016 and has held it in 22 quarters since.
  • Curi RMB Capital's OceanFirst Financial position peaked at $16M in Q1 2018.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.