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 Q2	$328K	Buy	+16,807	New	+$313K	﹤0.01%	3138
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 $6.73T AUM 46.02% 1-Year Est. Return

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors's OCFC Position: Q2 2026 in Review

HighTower Advisors opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 16,807 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #3138 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in OCFC as recently as Q4 2025.

HighTower Advisors first reported a position in OCFC in Q2 2023 and has held it in 5 quarters since. The position peaked at $605K in Q4 2025. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

HighTower Advisors held 16,807 shares of OceanFirst Financial worth $328K as of Q2 2026.
OceanFirst Financial was a new HighTower Advisors position in Q2 2026.
OceanFirst Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3138 holding.
HighTower Advisors first reported a position in OceanFirst Financial in Q2 2023 and has held it in 5 quarters since.
HighTower Advisors's OceanFirst Financial position peaked at $605K in Q4 2025.
231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.