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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Fiduciary Trust's OCFC Position: Q1 2026 in Review

Fiduciary Trust held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 11,033 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Fiduciary Trust first reported a position in OCFC in Q1 2025 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Fiduciary Trust held 11,033 shares of OceanFirst Financial worth $199K as of Q1 2026.
Fiduciary Trust left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #851 holding.
Fiduciary Trust first reported a position in OceanFirst Financial in Q1 2025 and has held it in 5 quarters since.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.