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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
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

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

Essential Partners's OCFC Position: Q2 2026 in Review

Essential Partners increased its OceanFirst Financial (OCFC) stake by 499% in Q2 2026, buying an estimated $17.4K and bringing the position to 1,120 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #870.

Essential Partners first reported a position in OCFC in Q2 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Essential Partners held 1,120 shares of OceanFirst Financial worth $21.9K as of Q2 2026.
  • Essential Partners bought 933 OceanFirst Financial shares in Q2 2026, an estimated $17.4K.
  • OceanFirst Financial made up 0.01% of Essential Partners's portfolio in Q2 2026, its #870 holding.
  • Essential Partners first reported a position in OceanFirst Financial in Q2 2025 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.