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 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 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

GW&K Investment Management's OCFC Position: Q1 2026 in Review

GW&K Investment Management reduced its OceanFirst Financial (OCFC) stake by 2.2% in Q1 2026, selling an estimated $502K and leaving 1,224,795 shares worth $22.1M. The position accounts for 0.19% of the portfolio, ranked #184.

GW&K Investment Management first reported a position in OCFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $43M in Q1 2021. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

GW&K Investment Management held 1,224,795 shares of OceanFirst Financial worth $22.1M as of Q1 2026.
GW&K Investment Management sold 27,240 OceanFirst Financial shares in Q1 2026, an estimated $502K.
OceanFirst Financial made up 0.19% of GW&K Investment Management's portfolio in Q1 2026, its #184 holding.
GW&K Investment Management first reported a position in OceanFirst Financial in Q4 2018 and has held it in 30 quarters since.
GW&K Investment Management's OceanFirst Financial position peaked at $43M in Q1 2021.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.