Essential Partners’s OceanFirst Financial OCFC Stock Holding History

Essential Partners’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 Q3	$18.2K	Sell	1,099 -21	-2%	-$398	0.01%	953
2026 Q2	$21.9K	Buy	1,120 +933	+499%	+$17.4K	0.01%	870
2026 Q1	$3.37K	Sell	187 -20	-10%	-$368	﹤0.01%	1765
2025 Q4	$3.72K	Buy	207 +15	+8%	+$280	﹤0.01%	1549
2025 Q3	$3.37K	Buy	192 +69	+56%	+$1.23K	﹤0.01%	1585
2025 Q2	$2.17K	Buy	+123	New	+$2.05K	﹤0.01%	1295

Other funds holding OCFC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's OCFC Position: Q3 2026 in Review

Essential Partners reduced its OceanFirst Financial (OCFC) stake by 1.9% in Q3 2026, selling an estimated $398 and leaving 1,099 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #953.

Essential Partners first reported a position in OCFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $21.9K in Q2 2026. 18 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

Essential Partners held 1,099 shares of OceanFirst Financial worth $18.2K as of Q3 2026.
Essential Partners sold 21 OceanFirst Financial shares in Q3 2026, an estimated $398.
OceanFirst Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #953 holding.
Essential Partners first reported a position in OceanFirst Financial in Q2 2025 and has held it in 6 quarters since.
Essential Partners's OceanFirst Financial position peaked at $21.9K in Q2 2026.
18 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.