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Farther Finance Advisors’s OceanFirst Financial OCFC Stock Holding History

Farther Finance 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 		$278K Buy
14,237
+4,118
+41% +$76.8K ﹤0.01% 2000
2026
Q1 		$183K Sell
10,119
-22
-0.2% -$405 ﹤0.01% 2078
2025
Q4 		$182K Sell
10,141
-375
-4% -$7.01K ﹤0.01% 1968
2025
Q3 		$185K Sell
10,516
-21
-0.2% -$375 ﹤0.01% 1647
2025
Q2 		$186K Sell
10,537
-256
-2% -$4.27K ﹤0.01% 1431
2025
Q1 		$183K Buy
10,793
+251
+2% +$4.47K ﹤0.01% 1267
2024
Q4 		$191K Buy
10,542
+9,500
+912% +$181K 0.01% 1006
2024
Q3 		$19.4K Sell
1,042
-30
-3% -$515 ﹤0.01% 2100
2024
Q2 		$16.6K Buy
1,072
+35
+3% +$529 ﹤0.01% 1843
2024
Q1 		$16.4K Hold
1,037
– – ﹤0.01% 1560
2023
Q4 		$18K Sell
1,037
-14,963
-94% -$218K ﹤0.01% 1364
2023
Q3 		$232K Hold
16,000
– – 0.04% 353
2023
Q2 		$250K Sell
16,000
-1,012
-6% -$15.8K 0.05% 279
2023
Q1 		$314K Buy
+17,012
New +$377K 0.09% 196

Other funds holding OCFC

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's OCFC Position: Q2 2026 in Review

Farther Finance Advisors increased its OceanFirst Financial (OCFC) stake by 41% in Q2 2026, buying an estimated $76.8K and bringing the position to 14,237 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Farther Finance Advisors first reported a position in OCFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $314K in Q1 2023. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Farther Finance Advisors held 14,237 shares of OceanFirst Financial worth $278K as of Q2 2026.
  • Farther Finance Advisors bought 4,118 OceanFirst Financial shares in Q2 2026, an estimated $76.8K.
  • OceanFirst Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2000 holding.
  • Farther Finance Advisors first reported a position in OceanFirst Financial in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's OceanFirst Financial position peaked at $314K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.