HighTower Advisors’s OceanFirst Financial OCFC Stock Holding History

HighTower 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	–	Sell	-33,726	Closed	-$605K	–	3897
2025 Q4	$605K	Buy	+33,726	New	+$630K	﹤0.01%	2476
2024 Q1	–	Sell	-11,790	Closed	-$204K	–	3896
2023 Q4	$204K	Buy	11,790 +1,632	+16%	+$23.8K	﹤0.01%	2996
2023 Q3	$149K	Sell	10,158 -191	-2%	-$3.21K	﹤0.01%	3011
2023 Q2	$162K	Buy	+10,349	New	+$161K	﹤0.01%	2941

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

HighTower Advisors's OCFC Position: Q1 2026 in Review

HighTower Advisors sold out of OceanFirst Financial (OCFC) in Q1 2026, closing a stake of 33,726 shares — an estimated $605K sold.

HighTower Advisors first reported a position in OCFC in Q2 2023 and held it in 4 quarters. The position peaked at $605K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

HighTower Advisors reported no remaining OceanFirst Financial position as of Q1 2026 after selling out during the quarter.
HighTower Advisors sold 33,726 OceanFirst Financial shares in Q1 2026, an estimated $605K.
HighTower Advisors first reported a position in OceanFirst Financial in Q2 2023 and held it in 4 quarters.
HighTower Advisors's OceanFirst Financial position peaked at $605K in Q4 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.