GCA
OCFC icon

Greenwood Capital Associates’s OceanFirst Financial OCFC Stock Holding History

Greenwood Capital Associates’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 		$486K Sell
26,928
-48
-0.2% -$884 0.05% 215
2025
Q4 		$484K Buy
+26,976
New +$504K 0.05% 195

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

Greenwood Capital Associates's OCFC Position: Q1 2026 in Review

Greenwood Capital Associates reduced its OceanFirst Financial (OCFC) stake by 0.18% in Q1 2026, selling an estimated $884 and leaving 26,928 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #215.

Greenwood Capital Associates first reported a position in OCFC in Q4 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Greenwood Capital Associates held 26,928 shares of OceanFirst Financial worth $486K as of Q1 2026.
  • Greenwood Capital Associates sold 48 OceanFirst Financial shares in Q1 2026, an estimated $884.
  • OceanFirst Financial made up 0.05% of Greenwood Capital Associates's portfolio in Q1 2026, its #215 holding.
  • Greenwood Capital Associates first reported a position in OceanFirst Financial in Q4 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.