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Foundry Partners’s OceanFirst Financial OCFC Stock Holding History

Foundry Partners’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
Q1 		$5.16M Sell
303,155
-639
-0.2% -$11.4K 0.27% 117
2024
Q4 		$5.5M Buy
303,794
+289,230
+1,986% +$5.52M 0.28% 115
2024
Q3 		$271K Buy
14,564
+1,145
+9% +$19.7K 0.01% 276
2024
Q2 		$213K Sell
13,419
-123
-0.9% -$1.86K 0.01% 282
2024
Q1 		$222K Sell
13,542
-1,652
-11% -$26.7K 0.01% 287
2023
Q4 		$264K Buy
15,194
+2,525
+20% +$36.8K 0.02% 269
2023
Q3 		$183K Sell
12,669
-523
-4% -$8.8K 0.01% 287
2023
Q2 		$206K Sell
13,192
-4,480
-25% -$69.9K 0.01% 310
2023
Q1 		$327K Buy
17,672
+1,715
+11% +$38K 0.02% 281
2022
Q4 		$339K Sell
15,957
-213
-1% -$4.65K 0.02% 258
2022
Q3 		$301K Sell
16,170
-225
-1% -$4.5K 0.02% 280
2022
Q2 		$314K Hold
16,395
– – 0.02% 263
2022
Q1 		$330K Sell
16,395
-6,200
-27% -$138K 0.02% 292
2021
Q4 		$502K Buy
22,595
+925
+4% +$20.2K 0.02% 271
2021
Q3 		$464K Sell
21,670
-12,225
-36% -$250K 0.02% 293
2021
Q2 		$706K Buy
33,895
+40
+0.1% +$896 0.02% 289
2021
Q1 		$810K Hold
33,855
– – 0.03% 357
2020
Q4 		$631K Buy
33,855
+7,940
+31% +$130K 0.02% 346
2020
Q3 		$355K Sell
25,915
-300
-1% -$4.71K 0.02% 373
2020
Q2 		$462K Buy
26,215
+5,791
+28% +$92.7K 0.02% 344
2020
Q1 		$325K Hold
20,424
– – 0.02% 358
2019
Q4 		$522K Buy
20,424
+4,169
+26% +$100K 0.02% 343
2019
Q3 		$384K Sell
16,255
-400
-2% -$9.3K 0.02% 356
2019
Q2 		$414K Hold
16,655
– – 0.02% 353
2019
Q1 		$401K Hold
16,655
– – 0.02% 356
2018
Q4 		$375K Buy
16,655
+1,125
+7% +$28.2K 0.02% 351
2018
Q3 		$423K Sell
15,530
-720
-4% -$21K 0.02% 355
2018
Q2 		$487K Buy
+16,250
New +$459K 0.02% 344

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Foundry Partners's OCFC Position: Q1 2025 in Review

Foundry Partners reduced its OceanFirst Financial (OCFC) stake by 0.21% in Q1 2025, selling an estimated $11.4K and leaving 303,155 shares worth $5.16M. The position accounts for 0.27% of the portfolio, ranked #117.

Foundry Partners first reported a position in OCFC in Q2 2018 and has held it in 28 quarters since. The position peaked at $5.5M in Q4 2024. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

  • Foundry Partners held 303,155 shares of OceanFirst Financial worth $5.16M as of Q1 2025.
  • Foundry Partners sold 639 OceanFirst Financial shares in Q1 2025, an estimated $11.4K.
  • OceanFirst Financial made up 0.27% of Foundry Partners's portfolio in Q1 2025, its #117 holding.
  • Foundry Partners first reported a position in OceanFirst Financial in Q2 2018 and has held it in 28 quarters since.
  • Foundry Partners's OceanFirst Financial position peaked at $5.5M in Q4 2024.
  • 205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.