EMC Capital Management’s OceanFirst Financial OCFC Stock Holding History

EMC Capital 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
2025 Q4	$152K	Sell	8,459 -1,493	-15%	-$27.9K	0.07%	109
2025 Q3	$175K	Hold	9,952	–	–	0.08%	111
2025 Q2	$175K	Buy	9,952 +800	+9%	+$13.3K	0.09%	97
2025 Q1	$156K	Hold	9,152	–	–	0.09%	179
2024 Q4	$166K	Buy	9,152 +9,002	+6,001%	+$172K	0.09%	182
2024 Q3	$132K	Sell	150 -9,002	-98%	-$155K	0.09%	204
2024 Q2	$145K	Hold	9,152	–	–	0.08%	202
2024 Q1	$150K	Buy	+9,152	New	+$148K	0.09%	203

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EMC Capital Management's OCFC Position: Q4 2025 in Review

EMC Capital Management reduced its OceanFirst Financial (OCFC) stake by 15% in Q4 2025, selling an estimated $27.9K and leaving 8,459 shares worth $152K. The position accounts for 0.07% of the portfolio, ranked #109.

EMC Capital Management first reported a position in OCFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $175K in Q3 2025. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

EMC Capital Management held 8,459 shares of OceanFirst Financial worth $152K as of Q4 2025.
EMC Capital Management sold 1,493 OceanFirst Financial shares in Q4 2025, an estimated $27.9K.
OceanFirst Financial made up 0.07% of EMC Capital Management's portfolio in Q4 2025, its #109 holding.
EMC Capital Management first reported a position in OceanFirst Financial in Q1 2024 and has held it in 8 quarters since.
EMC Capital Management's OceanFirst Financial position peaked at $175K in Q3 2025.
185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.