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Fiduciary Trust’s OceanFirst Financial OCFC Stock Holding History

Fiduciary Trust’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 		$216K Buy
11,084
+51
+0.5% +$951 ﹤0.01% 855
2026
Q1 		$199K Hold
11,033
– – ﹤0.01% 851
2025
Q4 		$198K Sell
11,033
-25
-0.2% -$467 ﹤0.01% 844
2025
Q3 		$194K Hold
11,058
– – ﹤0.01% 828
2025
Q2 		$195K Buy
11,058
+80
+0.7% +$1.33K ﹤0.01% 803
2025
Q1 		$187K Buy
+10,978
New +$195K ﹤0.01% 792

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

Fiduciary Trust's OCFC Position: Q2 2026 in Review

Fiduciary Trust increased its OceanFirst Financial (OCFC) stake by 0.46% in Q2 2026, buying an estimated $951 and bringing the position to 11,084 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Fiduciary Trust first reported a position in OCFC in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Fiduciary Trust held 11,084 shares of OceanFirst Financial worth $216K as of Q2 2026.
  • Fiduciary Trust bought 51 OceanFirst Financial shares in Q2 2026, an estimated $951.
  • OceanFirst Financial made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #855 holding.
  • Fiduciary Trust first reported a position in OceanFirst Financial in Q1 2025 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.