Hennion & Walsh Asset Management’s OceanFirst Financial OCFC Stock Holding History

Hennion & Walsh Asset 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	$615K	Sell	31,497 -1,791	-5%	-$33.4K	0.02%	692
2026 Q1	$601K	Buy	33,288 +3,586	+12%	+$66K	0.02%	663
2025 Q4	$533K	Sell	29,702 -9,705	-25%	-$181K	0.02%	703
2025 Q3	$692K	Buy	39,407 +1,870	+5%	+$33.4K	0.03%	609
2025 Q2	$661K	Buy	37,537 +2,343	+7%	+$39.1K	0.03%	592
2025 Q1	$599K	Buy	35,194 +5,675	+19%	+$101K	0.03%	588
2024 Q4	$534K	Buy	29,519 +6,496	+28%	+$124K	0.02%	604
2024 Q3	$428K	Buy	23,023 +724	+3%	+$12.4K	0.02%	654
2024 Q2	$354K	Buy	22,299 +9,159	+70%	+$138K	0.02%	687
2024 Q1	$216K	Buy	+13,140	New	+$212K	0.01%	783

Other funds holding OCFC

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hennion & Walsh Asset Management's OCFC Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its OceanFirst Financial (OCFC) stake by 5.4% in Q2 2026, selling an estimated $33.4K and leaving 31,497 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #692.

Hennion & Walsh Asset Management first reported a position in OCFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $692K in Q3 2025. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Hennion & Walsh Asset Management held 31,497 shares of OceanFirst Financial worth $615K as of Q2 2026.
Hennion & Walsh Asset Management sold 1,791 OceanFirst Financial shares in Q2 2026, an estimated $33.4K.
OceanFirst Financial made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #692 holding.
Hennion & Walsh Asset Management first reported a position in OceanFirst Financial in Q1 2024 and has held it in 10 quarters since.
Hennion & Walsh Asset Management's OceanFirst Financial position peaked at $692K in Q3 2025.
16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.