EWA
OCFC icon

EP Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

EP Wealth Advisors’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 		$256K Sell
13,118
-752
-5% -$14K ﹤0.01% 1378
2026
Q1 		$250K Buy
13,870
+86
+0.6% +$1.58K ﹤0.01% 1274
2025
Q4 		$247K Buy
+13,784
New +$258K ﹤0.01% 1252
2025
Q2 		$237K Sell
13,464
-223
-2% -$3.72K ﹤0.01% 1157
2025
Q1 		$233K Buy
+13,687
New +$244K ﹤0.01% 1056

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

EP Wealth Advisors's OCFC Position: Q2 2026 in Review

EP Wealth Advisors reduced its OceanFirst Financial (OCFC) stake by 5.4% in Q2 2026, selling an estimated $14K and leaving 13,118 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

EP Wealth Advisors first reported a position in OCFC in Q1 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • EP Wealth Advisors held 13,118 shares of OceanFirst Financial worth $256K as of Q2 2026.
  • EP Wealth Advisors sold 752 OceanFirst Financial shares in Q2 2026, an estimated $14K.
  • OceanFirst Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1378 holding.
  • EP Wealth Advisors first reported a position in OceanFirst Financial in Q1 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.