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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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. 16 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.
16 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.