First Horizon Advisors’s OceanFirst Financial OCFC Stock Holding History

First Horizon 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
2025 Q2	$17.5K	Hold	994	–	–	﹤0.01%	1473
2025 Q1	$16.9K	Buy	994 +91	+10%	+$1.62K	﹤0.01%	1398
2024 Q4	$16.3K	Buy	903 +63	+8%	+$1.2K	﹤0.01%	1411
2024 Q3	$15.6K	Buy	840 +164	+24%	+$2.82K	﹤0.01%	1465
2024 Q2	$10.8K	Sell	676 -32	-5%	-$484	﹤0.01%	1500
2024 Q1	$11.6K	Buy	708 +1	+0.1%	+$16	﹤0.01%	1530
2023 Q4	$12.3K	Hold	707	–	–	﹤0.01%	1517
2023 Q3	$10.2K	Buy	707 +1	+0.1%	+$17	﹤0.01%	1502
2023 Q2	$11K	Hold	706	–	–	﹤0.01%	1507
2023 Q1	$13.1K	Hold	706	–	–	﹤0.01%	1448
2022 Q4	$15K	Hold	706	–	–	﹤0.01%	1373
2022 Q3	$12K	Buy	706 +30	+4%	+$600	﹤0.01%	1447
2022 Q2	$12K	Buy	+676	New	+$13K	﹤0.01%	1513
2022 Q1	–	Sell	-676	Closed	-$15K	–	2116
2021 Q4	$15K	Hold	676	–	–	﹤0.01%	1383
2021 Q3	$14K	Hold	676	–	–	﹤0.01%	1405
2021 Q2	$14K	Sell	676 -321	-32%	-$7.19K	﹤0.01%	1235
2021 Q1	$23K	Buy	997 +317	+47%	+$6.82K	﹤0.01%	1030
2020 Q4	$12K	Buy	+680	New	+$11.1K	﹤0.01%	1028

Other funds holding OCFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

First Horizon Advisors's OCFC Position: Q2 2025 in Review

First Horizon Advisors held its OceanFirst Financial (OCFC) position steady in Q2 2025 at 994 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

First Horizon Advisors first reported a position in OCFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $23K in Q1 2021. 193 funds tracked by Wall St. Rank hold OCFC as of Q2 2025.

First Horizon Advisors held 994 shares of OceanFirst Financial worth $17.5K as of Q2 2025.
First Horizon Advisors left its OceanFirst Financial share count unchanged in Q2 2025.
OceanFirst Financial made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1473 holding.
First Horizon Advisors first reported a position in OceanFirst Financial in Q4 2020 and has held it in 18 quarters since.
First Horizon Advisors's OceanFirst Financial position peaked at $23K in Q1 2021.
193 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.