First Trust Advisors’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 | $4.98M | Buy |
275,825
+86,951
| +46% | +$1.6M | ﹤0.01% | 1441 |
|
|
2025
Q4 | $3.39M | Buy |
188,874
+141,879
| +302% | +$2.65M | ﹤0.01% | 1622 |
|
|
2025
Q3 | $826K | Sell |
46,995
-13,593
| -22% | -$243K | ﹤0.01% | 2166 |
|
|
2025
Q2 | $1.07M | Buy |
60,588
+3,612
| +6% | +$60.2K | ﹤0.01% | 2049 |
|
|
2025
Q1 | $969K | Buy |
56,976
+5,153
| +10% | +$91.7K | ﹤0.01% | 2059 |
|
|
2024
Q4 | $938K | Sell |
51,823
-188,737
| -78% | -$3.6M | ﹤0.01% | 2082 |
|
|
2024
Q3 | $4.47M | Sell |
240,560
-4,594
| -2% | -$78.9K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $3.9M | Sell |
245,154
-52,092
| -18% | -$787K | ﹤0.01% | 1399 |
|
|
2024
Q1 | $4.88M | Sell |
297,246
-6,806
| -2% | -$110K | 0.01% | 1302 |
|
|
2023
Q4 | $5.28M | Buy |
304,052
+14,049
| +5% | +$205K | 0.01% | 1235 |
|
|
2023
Q3 | $4.2M | Buy |
290,003
+85,330
| +42% | +$1.44M | 0.01% | 1311 |
|
|
2023
Q2 | $3.2M | Buy |
204,673
+33,897
| +20% | +$529K | ﹤0.01% | 1467 |
|
|
2023
Q1 | $3.16M | Buy |
170,776
+8,717
| +5% | +$193K | ﹤0.01% | 1474 |
|
|
2022
Q4 | $3.44M | Buy |
162,059
+139,597
| +621% | +$3.05M | ﹤0.01% | 1421 |
|
|
2022
Q3 | $419K | Sell |
22,462
-2,726
| -11% | -$54.5K | ﹤0.01% | 2260 |
|
|
2022
Q2 | $482K | Sell |
25,188
-5,328
| -17% | -$102K | ﹤0.01% | 2212 |
|
|
2022
Q1 | $613K | Buy |
30,516
+2,696
| +10% | +$60.1K | ﹤0.01% | 2205 |
|
|
2021
Q4 | $618K | Buy |
27,820
+1,596
| +6% | +$34.8K | ﹤0.01% | 2226 |
|
|
2021
Q3 | $561K | Sell |
26,224
-5,254
| -17% | -$108K | ﹤0.01% | 2251 |
|
|
2021
Q2 | $656K | Sell |
31,478
-123,446
| -80% | -$2.76M | ﹤0.01% | 2185 |
|
|
2021
Q1 | $3.71M | Buy |
154,924
+2,443
| +2% | +$52.5K | ﹤0.01% | 1422 |
|
|
2020
Q4 | $2.84M | Buy |
152,481
+72,029
| +90% | +$1.18M | ﹤0.01% | 1398 |
|
|
2020
Q3 | $1.1M | Buy |
80,452
+40,733
| +103% | +$640K | ﹤0.01% | 1710 |
|
|
2020
Q2 | $700K | Sell |
39,719
-68,031
| -63% | -$1.09M | ﹤0.01% | 1894 |
|
|
2020
Q1 | $1.71M | Buy |
107,750
+6,445
| +6% | +$136K | ﹤0.01% | 1348 |
|
|
2019
Q4 | $2.59M | Sell |
101,305
-24,949
| -20% | -$600K | ﹤0.01% | 1420 |
|
|
2019
Q3 | $2.98M | Buy |
126,254
+89,143
| +240% | +$2.07M | 0.01% | 1307 |
|
|
2019
Q2 | $922K | Sell |
37,111
-23,576
| -39% | -$580K | ﹤0.01% | 1886 |
|
|
2019
Q1 | $1.46M | Buy |
60,687
+9,365
| +18% | +$227K | ﹤0.01% | 1693 |
|
|
2018
Q4 | $1.16M | Sell |
51,322
-18,571
| -27% | -$465K | ﹤0.01% | 1776 |
|
|
2018
Q3 | $1.9M | Buy |
69,893
+1,850
| +3% | +$54K | ﹤0.01% | 1703 |
|
|
2018
Q2 | $2.04M | Sell |
68,043
-10,129
| -13% | -$286K | ﹤0.01% | 1619 |
|
|
2018
Q1 | $2.09M | Sell |
78,172
-2,822
| -3% | -$76.1K | ﹤0.01% | 1444 |
|
|
2017
Q4 | $2.13M | Buy |
80,994
+32,027
| +65% | +$873K | 0.01% | 1492 |
|
|
2017
Q3 | $1.35M | Sell |
48,967
-46,964
| -49% | -$1.22M | ﹤0.01% | 1705 |
|
|
2017
Q2 | $2.6M | Buy |
95,931
+24,714
| +35% | +$675K | 0.01% | 1317 |
|
|
2017
Q1 | $2.01M | Sell |
71,217
-4,418
| -6% | -$129K | 0.01% | 1490 |
|
|
2016
Q4 | $2.27M | Buy |
75,635
+39,116
| +107% | +$911K | 0.01% | 1367 |
|
|
2016
Q3 | $703K | Buy |
36,519
+714
| +2% | +$13.6K | ﹤0.01% | 1875 |
|
|
2016
Q2 | $651K | Buy |
35,805
+11,744
| +49% | +$214K | ﹤0.01% | 1880 |
|
|
2016
Q1 | $425K | Sell |
24,061
-4,577
| -16% | -$80.3K | ﹤0.01% | 1990 |
|
|
2015
Q4 | $574K | Buy |
+28,638
| New | +$550K | ﹤0.01% | 1933 |
|
|
2015
Q1 | – | Sell |
-11,210
| Closed | -$192K | – | 2277 |
|
|
2014
Q4 | $192K | Buy |
+11,210
| New | +$185K | ﹤0.01% | 2178 |
|
|
2013
Q3 | – | Sell |
-23,759
| Closed | -$369K | – | 2299 |
|
|
2013
Q2 | $369K | Buy |
+23,759
| New | +$337K | ﹤0.01% | 1959 |
|
Other funds holding OCFC
VCM
SFM
First Trust Advisors's OCFC Position: Q1 2026 in Review
First Trust Advisors increased its OceanFirst Financial (OCFC) stake by 46% in Q1 2026, buying an estimated $1.6M and bringing the position to 275,825 shares worth $4.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.
First Trust Advisors first reported a position in OCFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $5.28M in Q4 2023. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.
- First Trust Advisors held 275,825 shares of OceanFirst Financial worth $4.98M as of Q1 2026.
- First Trust Advisors bought 86,951 OceanFirst Financial shares in Q1 2026, an estimated $1.6M.
- OceanFirst Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1441 holding.
- First Trust Advisors first reported a position in OceanFirst Financial in Q2 2013 and has held it in 44 quarters since.
- First Trust Advisors's OceanFirst Financial position peaked at $5.28M in Q4 2023.
- 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.