Franklin Resources’s OceanFirst Financial OCFC Stock Holding History

Franklin Resources’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 Q1	$1.46M	Buy	80,897 +14,699	+22%	+$271K	﹤0.01%	2029
2025 Q4	$1.19M	Sell	66,198 -36,121	-35%	-$675K	﹤0.01%	2001
2025 Q3	$1.8M	Buy	102,319 +6,054	+6%	+$108K	﹤0.01%	1810
2025 Q2	$1.7M	Sell	96,265 -102	-0.1%	-$1.7K	﹤0.01%	1770
2025 Q1	$1.64M	Buy	96,367 +2,360	+3%	+$42K	﹤0.01%	1767
2024 Q4	$1.7M	Buy	94,007 +14,436	+18%	+$276K	﹤0.01%	1785
2024 Q3	$1.47M	Buy	79,571 +8,253	+12%	+$142K	﹤0.01%	1833
2024 Q2	$1.13M	Buy	71,318 +12,470	+21%	+$188K	﹤0.01%	1883
2024 Q1	$966K	Buy	+58,848	New	+$949K	﹤0.01%	1973
2023 Q4	–	Sell	-32,416	Closed	-$469K	–	2694
2023 Q3	$469K	Buy	32,416 +685	+2%	+$11.5K	﹤0.01%	1945
2023 Q2	$496K	Buy	+31,731	New	+$495K	﹤0.01%	1975

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Franklin Resources's OCFC Position: Q1 2026 in Review

Franklin Resources increased its OceanFirst Financial (OCFC) stake by 22% in Q1 2026, buying an estimated $271K and bringing the position to 80,897 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Franklin Resources first reported a position in OCFC in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Franklin Resources held 80,897 shares of OceanFirst Financial worth $1.46M as of Q1 2026.
Franklin Resources bought 14,699 OceanFirst Financial shares in Q1 2026, an estimated $271K.
OceanFirst Financial made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2029 holding.
Franklin Resources first reported a position in OceanFirst Financial in Q2 2023 and has held it in 11 quarters since.
Franklin Resources's OceanFirst Financial position peaked at $1.8M in Q3 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.