Envestnet Asset Management’s OceanFirst Financial OCFC Stock Holding History

Envestnet Asset 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 Q1	$427K	Sell	23,697 -472	-2%	-$8.69K	﹤0.01%	4040
2025 Q4	$434K	Sell	24,169 -1,768	-7%	-$33K	﹤0.01%	3798
2025 Q3	$456K	Sell	25,937 -5,484	-17%	-$98K	﹤0.01%	3832
2025 Q2	$553K	Sell	31,421 -20	-0.1%	-$333	﹤0.01%	3625
2025 Q1	$535K	Buy	31,441 +11,987	+62%	+$213K	﹤0.01%	3583
2024 Q4	$352K	Buy	19,454 +716	+4%	+$13.7K	﹤0.01%	3800
2024 Q3	$348K	Buy	18,738 +5,767	+44%	+$99K	﹤0.01%	3736
2024 Q2	$206K	Sell	12,971 -100	-0.8%	-$1.51K	﹤0.01%	3920
2024 Q1	$214K	Sell	13,071 -4,965	-28%	-$80.1K	﹤0.01%	3911
2023 Q4	$313K	Sell	18,036 -3,603	-17%	-$52.5K	﹤0.01%	3595
2023 Q3	$313K	Buy	21,639 +4,667	+27%	+$78.5K	﹤0.01%	3509
2023 Q2	$265K	Sell	16,972 -127	-0.7%	-$1.98K	﹤0.01%	3551
2023 Q1	$316K	Sell	17,099 -432	-2%	-$9.57K	﹤0.01%	3419
2022 Q4	$373K	Buy	17,531 +2,000	+13%	+$43.7K	﹤0.01%	3282
2022 Q3	$289K	Buy	15,531 +2,084	+15%	+$41.7K	﹤0.01%	3369
2022 Q2	$257K	Buy	13,447 +1,351	+11%	+$25.9K	﹤0.01%	3448
2022 Q1	$243K	Buy	12,096 +2,411	+25%	+$53.7K	﹤0.01%	3567
2021 Q4	$215K	Sell	9,685 -1,194	-11%	-$26K	﹤0.01%	3619
2021 Q3	$233K	Buy	+10,879	New	+$223K	﹤0.01%	3429
2021 Q2	–	Sell	-9,103	Closed	-$218K	–	3680
2021 Q1	$218K	Buy	+9,103	New	+$196K	﹤0.01%	3302
2018 Q3	–	Sell	-23	Closed	-$1K	–	2163
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	2815
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	2789
2017 Q4	$1K	Buy	+23	New	+$627	﹤0.01%	2917
2017 Q3	–	Sell	-23	Closed	-$1K	–	3001
2017 Q2	$1K	Hold	23	–	–	﹤0.01%	3001
2017 Q1	$1K	Hold	23	–	–	﹤0.01%	3064
2016 Q4	$1K	Buy	+23	New	+$535	﹤0.01%	3045
2016 Q3	–	Sell	-2,501	Closed	-$45K	–	3000
2016 Q2	$45K	Hold	2,501	–	–	﹤0.01%	2772
2016 Q1	$44K	Buy	+2,501	New	+$43.9K	﹤0.01%	2767

Other funds holding OCFC

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

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

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Envestnet Asset Management's OCFC Position: Q1 2026 in Review

Envestnet Asset Management reduced its OceanFirst Financial (OCFC) stake by 2% in Q1 2026, selling an estimated $8.69K and leaving 23,697 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #4040.

Envestnet Asset Management first reported a position in OCFC in Q1 2016 and has held it in 28 quarters since. The position peaked at $553K in Q2 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Envestnet Asset Management held 23,697 shares of OceanFirst Financial worth $427K as of Q1 2026.
Envestnet Asset Management sold 472 OceanFirst Financial shares in Q1 2026, an estimated $8.69K.
OceanFirst Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4040 holding.
Envestnet Asset Management first reported a position in OceanFirst Financial in Q1 2016 and has held it in 28 quarters since.
Envestnet Asset Management's OceanFirst Financial position peaked at $553K in Q2 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.