Fortitude Family Office’s OceanFirst Financial OCFC Stock Holding History

Fortitude Family Office’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	$508	Buy	+26	New	+$485	﹤0.01%	1975

Other funds holding OCFC

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fortitude Family Office's OCFC Position: Q2 2026 in Review

Fortitude Family Office opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 26 shares worth $508. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

29 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Fortitude Family Office held 26 shares of OceanFirst Financial worth $508 as of Q2 2026.
OceanFirst Financial was a new Fortitude Family Office position in Q2 2026.
OceanFirst Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1975 holding.
29 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.