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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fourthstone LLC's OCFC Position: Q4 2025 in Review

Fourthstone LLC sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 33,926 shares — an estimated $596K sold.

Fourthstone LLC first reported a position in OCFC in Q2 2022 and held it in 8 quarters. The position peaked at $6.65M in Q3 2022. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

Fourthstone LLC reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
Fourthstone LLC sold 33,926 OceanFirst Financial shares in Q4 2025, an estimated $596K.
Fourthstone LLC first reported a position in OceanFirst Financial in Q2 2022 and held it in 8 quarters.
Fourthstone LLC's OceanFirst Financial position peaked at $6.65M in Q3 2022.
185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Fourthstone LLC's 13F filing for Q4 2025, filed 13 Feb 2026.