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HFM Investment Advisors’s OceanFirst Financial OCFC Stock Holding History

HFM Investment Advisors’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 		$3.86K Hold
214
– – ﹤0.01% 169
2025
Q4 		$3.84K Hold
214
– – ﹤0.01% 212
2025
Q3 		$3.76K Hold
214
– – ﹤0.01% 135
2025
Q2 		$3.77K Hold
214
– – ﹤0.01% 136
2025
Q1 		$3.64K Buy
+214
New +$3.81K ﹤0.01% 118

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

HFM Investment Advisors's OCFC Position: Q1 2026 in Review

HFM Investment Advisors held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 214 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

HFM Investment Advisors first reported a position in OCFC in Q1 2025 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • HFM Investment Advisors held 214 shares of OceanFirst Financial worth $3.86K as of Q1 2026.
  • HFM Investment Advisors left its OceanFirst Financial share count unchanged in Q1 2026.
  • OceanFirst Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #169 holding.
  • HFM Investment Advisors first reported a position in OceanFirst Financial in Q1 2025 and has held it in 5 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.