EF
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Empowered Funds’s OceanFirst Financial OCFC Stock Holding History

Empowered Funds’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
Q1 		$3.79M Buy
+210,107
New +$3.87M 0.02% 761
2025
Q4 		– Sell
-190,862
Closed -$3.35M – 1618
2025
Q3 		$3.35M Buy
190,862
+14,383
+8% +$257K 0.03% 645
2025
Q2 		$3.11M Buy
176,479
+35,998
+26% +$600K 0.04% 622
2025
Q1 		$2.39M Buy
140,481
+7,359
+6% +$131K 0.03% 659
2024
Q4 		$2.41M Buy
133,122
+6,444
+5% +$123K 0.04% 650
2024
Q3 		$2.35M Sell
126,678
-27,190
-18% -$467K 0.04% 610
2024
Q2 		$2.44M Sell
153,868
-12,090
-7% -$183K 0.04% 548
2024
Q1 		$2.72M Sell
165,958
-21,434
-11% -$346K 0.05% 506
2023
Q4 		$3.25M Buy
187,392
+16,896
+10% +$246K 0.08% 356
2023
Q3 		$2.47M Buy
170,496
+13,904
+9% +$234K 0.07% 390
2023
Q2 		$2.45M Buy
+156,592
New +$2.44M 0.09% 331

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Empowered Funds's OCFC Position: Q1 2026 in Review

Empowered Funds opened a new position in OceanFirst Financial (OCFC) in Q1 2026: 210,107 shares worth $3.79M. The stake represents 0.02% of the portfolio and ranks #761 among its holdings. This is a return to the name: Empowered Funds previously reported a position in OCFC as recently as Q3 2025.

Empowered Funds first reported a position in OCFC in Q2 2023 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Empowered Funds held 210,107 shares of OceanFirst Financial worth $3.79M as of Q1 2026.
  • OceanFirst Financial was a new Empowered Funds position in Q1 2026.
  • OceanFirst Financial made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #761 holding.
  • Empowered Funds first reported a position in OceanFirst Financial in Q2 2023 and has held it in 11 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.