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GW&K Investment Management’s OceanFirst Financial OCFC Stock Holding History

GW&K Investment Management’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
Q2 		$23.6M Sell
1,209,716
-15,079
-1% -$281K 0.18% 192
2026
Q1 		$22.1M Sell
1,224,795
-27,240
-2% -$502K 0.19% 184
2025
Q4 		$22.5M Sell
1,252,035
-29,835
-2% -$558K 0.19% 189
2025
Q3 		$22.5M Sell
1,281,870
-30,337
-2% -$542K 0.2% 185
2025
Q2 		$23.1M Sell
1,312,207
-111,320
-8% -$1.86M 0.21% 182
2025
Q1 		$24.2M Sell
1,423,527
-41,835
-3% -$745K 0.22% 172
2024
Q4 		$26.5M Sell
1,465,362
-37,506
-2% -$716K 0.23% 167
2024
Q3 		$27.9M Sell
1,502,868
-68,276
-4% -$1.17M 0.24% 171
2024
Q2 		$25M Sell
1,571,144
-22,589
-1% -$341K 0.23% 174
2024
Q1 		$26.2M Buy
1,593,733
+4,157
+0.3% +$67.1K 0.23% 167
2023
Q4 		$27.6M Sell
1,589,576
-157,908
-9% -$2.3M 0.26% 159
2023
Q3 		$25.3M Buy
1,747,484
+141,505
+9% +$2.38M 0.25% 150
2023
Q2 		$25.1M Sell
1,605,979
-15,981
-1% -$249K 0.24% 161
2023
Q1 		$30M Sell
1,621,960
-71,401
-4% -$1.58M 0.29% 146
2022
Q4 		$36M Sell
1,693,361
-18,533
-1% -$405K 0.36% 124
2022
Q3 		$31.9M Sell
1,711,894
-161,443
-9% -$3.23M 0.35% 123
2022
Q2 		$35.8M Buy
1,873,337
+93,700
+5% +$1.8M 0.39% 114
2022
Q1 		$35.8M Sell
1,779,637
-5,148
-0.3% -$115K 0.32% 145
2021
Q4 		$39.6M Sell
1,784,785
-14,919
-0.8% -$325K 0.33% 134
2021
Q3 		$38.5M Sell
1,799,704
-59,899
-3% -$1.23M 0.34% 127
2021
Q2 		$38.8M Buy
1,859,603
+61,430
+3% +$1.38M 0.34% 131
2021
Q1 		$43M Buy
1,798,173
+537,982
+43% +$11.6M 0.4% 105
2020
Q4 		$23.5M Buy
1,260,191
+1,238,993
+5,845% +$20.3M 0.25% 177
2020
Q3 		$290K Buy
21,198
+9,803
+86% +$154K ﹤0.01% 305
2020
Q2 		$201K Sell
11,395
-60
-0.5% -$961 ﹤0.01% 318
2020
Q1 		$182K Sell
11,455
-930
-8% -$19.6K ﹤0.01% 307
2019
Q4 		$316K Buy
12,385
+1,865
+18% +$44.9K ﹤0.01% 314
2019
Q3 		$248K Sell
10,520
-20
-0.2% -$465 ﹤0.01% 315
2019
Q2 		$262K Sell
10,540
-45
-0.4% -$1.11K ﹤0.01% 325
2019
Q1 		$255K Sell
10,585
-5
-0% -$121 ﹤0.01% 293
2018
Q4 		$238K Buy
+10,590
New +$265K ﹤0.01% 271

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW&K Investment Management's OCFC Position: Q2 2026 in Review

GW&K Investment Management reduced its OceanFirst Financial (OCFC) stake by 1.2% in Q2 2026, selling an estimated $281K and leaving 1,209,716 shares worth $23.6M. The position accounts for 0.18% of the portfolio, ranked #192.

GW&K Investment Management first reported a position in OCFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $43M in Q1 2021. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • GW&K Investment Management held 1,209,716 shares of OceanFirst Financial worth $23.6M as of Q2 2026.
  • GW&K Investment Management sold 15,079 OceanFirst Financial shares in Q2 2026, an estimated $281K.
  • OceanFirst Financial made up 0.18% of GW&K Investment Management's portfolio in Q2 2026, its #192 holding.
  • GW&K Investment Management first reported a position in OceanFirst Financial in Q4 2018 and has held it in 31 quarters since.
  • GW&K Investment Management's OceanFirst Financial position peaked at $43M in Q1 2021.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.