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CWA Asset Management Group’s OceanFirst Financial OCFC Stock Holding History

CWA Asset Management Group’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 		$244K Hold
12,500
– – 0.01% 635
2026
Q1 		$226K Sell
12,500
-214
-2% -$3.94K 0.01% 611
2025
Q4 		$228K Buy
12,714
+214
+2% +$4K 0.01% 595
2025
Q3 		$220K Hold
12,500
– – 0.01% 622
2025
Q2 		$220K Hold
12,500
– – 0.01% 602
2025
Q1 		$213K Hold
12,500
– – 0.01% 574
2024
Q4 		$226K Buy
+12,500
New +$239K 0.01% 533

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

CWA Asset Management Group's OCFC Position: Q2 2026 in Review

CWA Asset Management Group held its OceanFirst Financial (OCFC) position steady in Q2 2026 at 12,500 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #635.

CWA Asset Management Group first reported a position in OCFC in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • CWA Asset Management Group held 12,500 shares of OceanFirst Financial worth $244K as of Q2 2026.
  • CWA Asset Management Group left its OceanFirst Financial share count unchanged in Q2 2026.
  • OceanFirst Financial made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #635 holding.
  • CWA Asset Management Group first reported a position in OceanFirst Financial in Q4 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.