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Global Retirement Partners’s OceanFirst Financial OCFC Stock Holding History

Global Retirement 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
Q4 		$99.6K Hold
5,548
– – ﹤0.01% 1919
2025
Q3 		$97.5K Hold
5,548
– – ﹤0.01% 1525
2025
Q2 		$97.7K Buy
+5,548
New +$92.5K ﹤0.01% 1444
2024
Q4 		$100K Buy
5,548
+5,048
+1,010% +$96.4K ﹤0.01% 1265
2024
Q3 		$9.29K Hold
500
– – ﹤0.01% 2320
2024
Q2 		$7.95K Buy
+500
New +$7.56K ﹤0.01% 2413
2023
Q4 		– Sell
-12
Closed -$168 – 3447
2023
Q3 		$168 Buy
+12
New +$202 ﹤0.01% 3134

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
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 $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
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

Global Retirement Partners's OCFC Position: Q4 2025 in Review

Global Retirement Partners held its OceanFirst Financial (OCFC) position steady in Q4 2025 at 5,548 shares worth $99.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Global Retirement Partners first reported a position in OCFC in Q3 2023 and has held it in 7 quarters since. The position peaked at $100K in Q4 2024. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • Global Retirement Partners held 5,548 shares of OceanFirst Financial worth $99.6K as of Q4 2025.
  • Global Retirement Partners left its OceanFirst Financial share count unchanged in Q4 2025.
  • OceanFirst Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1919 holding.
  • Global Retirement Partners first reported a position in OceanFirst Financial in Q3 2023 and has held it in 7 quarters since.
  • Global Retirement Partners's OceanFirst Financial position peaked at $100K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.