Fidelity Investments’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.06M | Buy |
225,002
+38,767
| +21% | +$714K | ﹤0.01% | 2370 |
|
|
2025
Q4 | $3.34M | Buy |
186,235
+42,957
| +30% | +$803K | ﹤0.01% | 2416 |
|
|
2025
Q3 | $2.52M | Sell |
143,278
-47
| -0% | -$840 | ﹤0.01% | 2465 |
|
|
2025
Q2 | $2.52M | Sell |
143,325
-2,653
| -2% | -$44.2K | ﹤0.01% | 2411 |
|
|
2025
Q1 | $2.48M | Buy |
145,978
+95,453
| +189% | +$1.7M | ﹤0.01% | 2374 |
|
|
2024
Q4 | $915K | Buy |
50,525
+47,187
| +1,414% | +$901K | ﹤0.01% | 2699 |
|
|
2024
Q3 | $62K | Buy |
3,338
+371
| +13% | +$6.37K | ﹤0.01% | 3691 |
|
|
2024
Q2 | $47.1K | Buy |
2,967
+581
| +24% | +$8.78K | ﹤0.01% | 3647 |
|
|
2024
Q1 | $39.2K | Buy |
2,386
+373
| +19% | +$6.02K | ﹤0.01% | 3701 |
|
|
2023
Q4 | $34.9K | Buy |
2,013
+360
| +22% | +$5.25K | ﹤0.01% | 3691 |
|
|
2023
Q3 | $23.9K | Buy |
1,653
+528
| +47% | +$8.89K | ﹤0.01% | 3718 |
|
|
2023
Q2 | $17.6K | Sell |
1,125
-852
| -43% | -$13.3K | ﹤0.01% | 3921 |
|
|
2023
Q1 | $36.5K | Buy |
1,977
+518
| +36% | +$11.5K | ﹤0.01% | 3584 |
|
|
2022
Q4 | $31K | Sell |
1,459
-469
| -24% | -$10.2K | ﹤0.01% | 3619 |
|
|
2022
Q3 | $36K | Buy |
1,928
+864
| +81% | +$17.3K | ﹤0.01% | 3602 |
|
|
2022
Q2 | $21K | Buy |
1,064
+186
| +21% | +$3.57K | ﹤0.01% | 3865 |
|
|
2022
Q1 | $18K | Buy |
+878
| New | +$19.6K | ﹤0.01% | 4055 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$1K | – | 4756 |
|
|
2021
Q3 | $1K | Sell |
50
-85
| -63% | -$1.74K | ﹤0.01% | 4172 |
|
|
2021
Q2 | $3K | Buy |
135
+1
| +0.7% | +$22 | ﹤0.01% | 3851 |
|
|
2021
Q1 | $3K | Buy |
+134
| New | +$2.88K | ﹤0.01% | 3652 |
|
|
2020
Q4 | – | Sell |
-319
| Closed | -$4K | – | 4160 |
|
|
2020
Q3 | $4K | Buy |
+319
| New | +$5.01K | ﹤0.01% | 3366 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$2K | – | 3994 |
|
|
2020
Q1 | $2K | Sell |
100
-193
| -66% | -$4.08K | ﹤0.01% | 3418 |
|
|
2019
Q4 | $7K | Hold |
293
| – | – | ﹤0.01% | 3342 |
|
|
2019
Q3 | $7K | Sell |
293
-150,400
| -100% | -$3.5M | ﹤0.01% | 3328 |
|
|
2019
Q2 | $3.75M | Sell |
150,693
-7,906
| -5% | -$194K | ﹤0.01% | 2176 |
|
|
2019
Q1 | $3.82M | Sell |
158,599
-626,110
| -80% | -$15.2M | ﹤0.01% | 2147 |
|
|
2018
Q4 | $17.7M | Sell |
784,709
-24,418
| -3% | -$612K | ﹤0.01% | 1607 |
|
|
2018
Q3 | $22M | Sell |
809,127
-1,409
| -0.2% | -$41.2K | ﹤0.01% | 1638 |
|
|
2018
Q2 | $24.3M | Buy |
+810,536
| New | +$22.9M | ﹤0.01% | 1628 |
|
Other funds holding OCFC
VCM
SFM
Fidelity Investments's OCFC Position: Q1 2026 in Review
Fidelity Investments increased its OceanFirst Financial (OCFC) stake by 21% in Q1 2026, buying an estimated $714K and bringing the position to 225,002 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2370.
Fidelity Investments first reported a position in OCFC in Q2 2018 and has held it in 29 quarters since. The position peaked at $24.3M in Q2 2018. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.
- Fidelity Investments held 225,002 shares of OceanFirst Financial worth $4.06M as of Q1 2026.
- Fidelity Investments bought 38,767 OceanFirst Financial shares in Q1 2026, an estimated $714K.
- OceanFirst Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2370 holding.
- Fidelity Investments first reported a position in OceanFirst Financial in Q2 2018 and has held it in 29 quarters since.
- Fidelity Investments's OceanFirst Financial position peaked at $24.3M in Q2 2018.
- 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.