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ELCO Management’s OceanFirst Financial OCFC Stock Holding History

ELCO Management’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
Q3 		$520K Buy
+31,471
New +$596K 0.24% 81
2021
Q4 		– Sell
-9,575
Closed -$205K – 145
2021
Q3 		$205K Buy
+9,575
New +$196K 0.16% 119

Other funds holding OCFC

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

ELCO Management's OCFC Position: Q3 2026 in Review

ELCO Management opened a new position in OceanFirst Financial (OCFC) in Q3 2026: 31,471 shares worth $520K. The stake represents 0.24% of the portfolio and ranks #81 among its holdings. This is a return to the name: ELCO Management previously reported a position in OCFC as recently as Q3 2021.

ELCO Management first reported a position in OCFC in Q3 2021 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • ELCO Management held 31,471 shares of OceanFirst Financial worth $520K as of Q3 2026.
  • OceanFirst Financial was a new ELCO Management position in Q3 2026.
  • OceanFirst Financial made up 0.24% of ELCO Management's portfolio in Q3 2026, its #81 holding.
  • ELCO Management first reported a position in OceanFirst Financial in Q3 2021 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.