Hotchkis & Wiley Capital Management
OCFC icon

Hotchkis & Wiley Capital Management’s OceanFirst Financial OCFC Stock Holding History

Hotchkis & Wiley Capital 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 		$25.3M Buy
1,295,618
+604,213
+87% +$11.3M 0.07% 113
2026
Q1 		$12.5M Sell
691,405
-12,620
-2% -$232K 0.04% 175
2025
Q4 		$12.6M Sell
704,025
-7,950
-1% -$149K 0.04% 182
2025
Q3 		$12.5M Sell
711,975
-45,645
-6% -$815K 0.04% 188
2025
Q2 		$13.3M Buy
757,620
+24,010
+3% +$400K 0.04% 164
2025
Q1 		$12.5M Sell
733,610
-37,000
-5% -$659K 0.04% 154
2024
Q4 		$13.9M Buy
770,610
+19,840
+3% +$379K 0.05% 160
2024
Q3 		$14M Sell
750,770
-62,500
-8% -$1.07M 0.05% 142
2024
Q2 		$12.9M Buy
813,270
+57,040
+8% +$862K 0.05% 146
2024
Q1 		$12.4M Buy
756,230
+184,050
+32% +$2.97M 0.04% 174
2023
Q4 		$9.93M Sell
572,180
-39,780
-7% -$580K 0.04% 223
2023
Q3 		$8.86M Sell
611,960
-66,300
-10% -$1.12M 0.03% 213
2023
Q2 		$10.6M Buy
678,260
+145,310
+27% +$2.27M 0.04% 181
2023
Q1 		$9.85M Buy
532,950
+110,630
+26% +$2.45M 0.04% 176
2022
Q4 		$8.97M Buy
422,320
+79,470
+23% +$1.73M 0.03% 207
2022
Q3 		$6.39M Sell
342,850
-156,580
-31% -$3.13M 0.03% 247
2022
Q2 		$9.55M Buy
499,430
+30,250
+6% +$580K 0.04% 151
2022
Q1 		$9.43M Buy
469,180
+21,015
+5% +$468K 0.03% 210
2021
Q4 		$9.95M Buy
448,165
+131,080
+41% +$2.86M 0.03% 156
2021
Q3 		$6.79M Sell
317,085
-4,500
-1% -$92.2K 0.02% 257
2021
Q2 		$6.7M Buy
321,585
+51,500
+19% +$1.15M 0.02% 287
2021
Q1 		$6.47M Sell
270,085
-13,745
-5% -$296K 0.02% 253
2020
Q4 		$5.29M Buy
283,830
+205,300
+261% +$3.36M 0.02% 255
2020
Q3 		$1.07M Sell
78,530
-73,190
-48% -$1.15M ﹤0.01% 438
2020
Q2 		$2.67M Buy
151,720
+8,530
+6% +$137K 0.01% 331
2020
Q1 		$2.28M Buy
143,190
+1,500
+1% +$31.7K 0.01% 332
2019
Q4 		$3.62M Buy
141,690
+21,380
+18% +$514K 0.01% 346
2019
Q3 		$2.84M Buy
120,310
+2,440
+2% +$56.8K 0.01% 354
2019
Q2 		$2.93M Buy
117,870
+1,500
+1% +$36.9K 0.01% 322
2019
Q1 		$2.8M Buy
+116,370
New +$2.83M 0.01% 343

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WP
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Dimensional Fund Advisors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management's OCFC Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its OceanFirst Financial (OCFC) stake by 87% in Q2 2026, buying an estimated $11.3M and bringing the position to 1,295,618 shares worth $25.3M. The position accounts for 0.07% of the portfolio, ranked #113.

Hotchkis & Wiley Capital Management first reported a position in OCFC in Q1 2019 and has held it in 30 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 1,295,618 shares of OceanFirst Financial worth $25.3M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 604,213 OceanFirst Financial shares in Q2 2026, an estimated $11.3M.
  • OceanFirst Financial made up 0.07% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #113 holding.
  • Hotchkis & Wiley Capital Management first reported a position in OceanFirst Financial in Q1 2019 and has held it in 30 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.