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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
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 $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

EP Wealth Advisors's OCFC Position: Q1 2026 in Review

EP Wealth Advisors increased its OceanFirst Financial (OCFC) stake by 0.62% in Q1 2026, buying an estimated $1.58K and bringing the position to 13,870 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

EP Wealth Advisors first reported a position in OCFC in Q1 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • EP Wealth Advisors held 13,870 shares of OceanFirst Financial worth $250K as of Q1 2026.
  • EP Wealth Advisors bought 86 OceanFirst Financial shares in Q1 2026, an estimated $1.58K.
  • OceanFirst Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1274 holding.
  • EP Wealth Advisors first reported a position in OceanFirst Financial in Q1 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.