Envestnet Asset Management’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $416K | Sell |
21,284
-2,413
| -10% | -$45K | ﹤0.01% | 4222 |
|
|
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
WP
Envestnet Asset Management's OCFC Position: Q2 2026 in Review
Envestnet Asset Management reduced its OceanFirst Financial (OCFC) stake by 10% in Q2 2026, selling an estimated $45K and leaving 21,284 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #4222.
Envestnet Asset Management first reported a position in OCFC in Q1 2016 and has held it in 29 quarters since. The position peaked at $553K in Q2 2025. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.
- Envestnet Asset Management held 21,284 shares of OceanFirst Financial worth $416K as of Q2 2026.
- Envestnet Asset Management sold 2,413 OceanFirst Financial shares in Q2 2026, an estimated $45K.
- OceanFirst Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4222 holding.
- Envestnet Asset Management first reported a position in OceanFirst Financial in Q1 2016 and has held it in 29 quarters since.
- Envestnet Asset Management's OceanFirst Financial position peaked at $553K in Q2 2025.
- 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.