FL
OCFC icon

Fourthstone LLC’s OceanFirst Financial OCFC Stock Holding History

Fourthstone LLC’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
Q4 		– Sell
-33,926
Closed -$596K – 77
2025
Q3 		$596K Sell
33,926
-79,187
-70% -$1.41M 0.11% 73
2025
Q2 		$1.99M Buy
113,113
+37,566
+50% +$626K 0.39% 53
2025
Q1 		$1.29M Buy
+75,547
New +$1.34M 0.32% 45
2024
Q3 		– Sell
-31,970
Closed -$508K – 72
2024
Q2 		$508K Buy
+31,970
New +$483K 0.16% 44
2023
Q4 		– Sell
-35,100
Closed -$508K – 85
2023
Q3 		$508K Buy
35,100
+1,230
+4% +$20.7K 0.12% 84
2023
Q2 		$529K Buy
+33,870
New +$528K 0.14% 53
2022
Q4 		– Sell
-356,927
Closed -$6.65M – 57
2022
Q3 		$6.65M Buy
356,927
+102,392
+40% +$2.05M 2.14% 17
2022
Q2 		$4.87M Buy
+254,535
New +$4.88M 1.94% 18

Other funds holding OCFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return