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
Q2 		$7.19M Buy
367,932
+157,825
+75% +$2.94M 0.04% 531
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 $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's OCFC Position: Q2 2026 in Review

Empowered Funds increased its OceanFirst Financial (OCFC) stake by 75% in Q2 2026, buying an estimated $2.94M and bringing the position to 367,932 shares worth $7.19M. The position accounts for 0.04% of the portfolio, ranked #531.

Empowered Funds first reported a position in OCFC in Q2 2023 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Empowered Funds held 367,932 shares of OceanFirst Financial worth $7.19M as of Q2 2026.
  • Empowered Funds bought 157,825 OceanFirst Financial shares in Q2 2026, an estimated $2.94M.
  • OceanFirst Financial made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #531 holding.
  • Empowered Funds first reported a position in OceanFirst Financial in Q2 2023 and has held it in 12 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.