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EverSource Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

EverSource 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 		$34.2K Buy
1,750
+978
+127% +$18.2K ﹤0.01% 2037
2026
Q1 		$13.9K Buy
772
+59
+8% +$1.09K ﹤0.01% 2738
2025
Q4 		$12.8K Sell
713
-46
-6% -$860 ﹤0.01% 2677
2025
Q3 		$13.3K Sell
759
-188
-20% -$3.36K ﹤0.01% 2655
2025
Q2 		$16.7K Buy
947
+824
+670% +$13.7K ﹤0.01% 2438
2025
Q1 		$2.09K Sell
123
-117
-49% -$2.08K ﹤0.01% 2907
2024
Q4 		$4.34K Buy
240
+131
+120% +$2.5K ﹤0.01% 2416
2024
Q3 		$2.03K Hold
109
– – ﹤0.01% 2544
2024
Q2 		$1.98K Buy
109
+34
+45% +$514 ﹤0.01% 2549
2024
Q1 		$1.11K Hold
75
– – ﹤0.01% 2548
2023
Q4 		$1.3K Buy
+75
New +$1.09K ﹤0.01% 2312

Other funds holding OCFC

MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

EverSource Wealth Advisors increased its OceanFirst Financial (OCFC) stake by 127% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,750 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

EverSource Wealth Advisors first reported a position in OCFC in Q4 2023 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • EverSource Wealth Advisors held 1,750 shares of OceanFirst Financial worth $34.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 978 OceanFirst Financial shares in Q2 2026, an estimated $18.2K.
  • OceanFirst Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2037 holding.
  • EverSource Wealth Advisors first reported a position in OceanFirst Financial in Q4 2023 and has held it in 11 quarters since.
  • 67 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.