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Denali Advisors’s OceanFirst Financial OCFC Stock Holding History

Denali 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
2025
Q4 		– Sell
-23,700
Closed -$416K – 341
2025
Q3 		$416K Sell
23,700
-11
-0% -$197 0.05% 245
2025
Q2 		$418K Hold
23,711
– – 0.04% 245
2025
Q1 		$403K Buy
+23,711
New +$422K 0.05% 251
2024
Q3 		– Sell
-10,800
Closed -$172K – 290
2024
Q2 		$172K Buy
+10,800
New +$163K 0.05% 174
2023
Q3 		– Sell
-16,600
Closed -$259K – 523
2023
Q2 		$259K Sell
16,600
-42,400
-72% -$661K 0.09% 197
2023
Q1 		$1.09M Buy
59,000
+39,500
+203% +$875K 0.45% 63
2022
Q4 		$414K Sell
19,500
-26,800
-58% -$585K 0.17% 118
2022
Q3 		$863K Buy
46,300
+18,500
+67% +$370K 0.41% 68
2022
Q2 		$532K Buy
27,800
+16,600
+148% +$318K 0.23% 100
2022
Q1 		$225K Hold
11,200
– – 0.09% 154
2021
Q4 		$249K Hold
11,200
– – 0.09% 144
2021
Q3 		$240K Buy
+11,200
New +$229K 0.1% 149
2016
Q3 		– Sell
-44
Closed -$1K – 298
2016
Q2 		$1K Hold
44
– – ﹤0.01% 266
2016
Q1 		$1K Sell
44
-82
-65% -$1.44K ﹤0.01% 270
2015
Q4 		$3K Hold
126
– – ﹤0.01% 171
2015
Q3 		$2K Hold
126
– – ﹤0.01% 217
2015
Q2 		$2K Hold
126
– – ﹤0.01% 230
2015
Q1 		$2K Hold
126
– – ﹤0.01% 220
2014
Q4 		$2K Hold
126
– – ﹤0.01% 198
2014
Q3 		$2K Buy
126
+65
+107% +$1.07K ﹤0.01% 186
2014
Q2 		$1K Sell
61
-100
-62% -$1.67K ﹤0.01% 243
2014
Q1 		$3K Hold
161
– – ﹤0.01% 184
2013
Q4 		$3K Buy
+161
New +$2.85K ﹤0.01% 181

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

Denali Advisors's OCFC Position: Q4 2025 in Review

Denali Advisors sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 23,700 shares — an estimated $416K sold.

Denali Advisors first reported a position in OCFC in Q4 2013 and held it in 23 quarters. The position peaked at $1.09M in Q1 2023. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • Denali Advisors reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
  • Denali Advisors sold 23,700 OceanFirst Financial shares in Q4 2025, an estimated $416K.
  • Denali Advisors first reported a position in OceanFirst Financial in Q4 2013 and held it in 23 quarters.
  • Denali Advisors's OceanFirst Financial position peaked at $1.09M in Q1 2023.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Denali Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.