Eagle Wealth Strategies’s OceanFirst Financial OCFC Stock Holding History

Eagle Wealth Strategies’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	$519K	Hold	26,581	–	–	0.2%	53
2026 Q1	$480K	Hold	26,581	–	–	0.21%	52
2025 Q4	$477K	Hold	26,581	–	–	0.22%	50
2025 Q3	$467K	Hold	26,581	–	–	0.23%	50
2025 Q2	$468K	Sell	26,581 -3,471	-12%	-$57.9K	0.26%	45
2025 Q1	$511K	Buy	30,052 +38	+0.1%	+$676	0.31%	38
2024 Q4	$543K	Buy	30,014 +33	+0.1%	+$630	0.39%	40
2024 Q3	$557K	Sell	29,981 -22,568	-43%	-$388K	0.41%	33
2024 Q2	$835K	Sell	52,549 -15,623	-23%	-$236K	0.68%	18
2024 Q1	$1.08M	Buy	68,172 +13,690	+25%	+$221K	0.88%	17
2023 Q4	$946K	Buy	+54,482	New	+$794K	0.57%	21

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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

Eagle Wealth Strategies's OCFC Position: Q2 2026 in Review

Eagle Wealth Strategies held its OceanFirst Financial (OCFC) position steady in Q2 2026 at 26,581 shares worth $519K. The position accounts for 0.2% of the portfolio, ranked #53.

Eagle Wealth Strategies first reported a position in OCFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2024. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Eagle Wealth Strategies held 26,581 shares of OceanFirst Financial worth $519K as of Q2 2026.
Eagle Wealth Strategies left its OceanFirst Financial share count unchanged in Q2 2026.
OceanFirst Financial made up 0.2% of Eagle Wealth Strategies's portfolio in Q2 2026, its #53 holding.
Eagle Wealth Strategies first reported a position in OceanFirst Financial in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's OceanFirst Financial position peaked at $1.08M in Q1 2024.
16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.