HSBC Holdings
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HSBC Holdings’s OceanFirst Financial OCFC Stock Holding History

HSBC Holdings’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
2025
Q3 		– Sell
-14,003
Closed -$249K – 3018
2025
Q2 		$249K Sell
14,003
-12,269
-47% -$205K ﹤0.01% 2566
2025
Q1 		$448K Buy
26,272
+734
+3% +$13.1K ﹤0.01% 2143
2024
Q4 		$455K Sell
25,538
-17,766
-41% -$339K ﹤0.01% 2244
2024
Q3 		$808K Sell
43,304
-27,520
-39% -$473K ﹤0.01% 1787
2024
Q2 		$1.12M Buy
70,824
+24,750
+54% +$374K ﹤0.01% 1628
2024
Q1 		$756K Buy
46,074
+32,266
+234% +$521K ﹤0.01% 1902
2023
Q4 		$241K Sell
13,808
-1,978
-13% -$28.8K ﹤0.01% 2384
2023
Q3 		$228K Sell
15,786
-32,559
-67% -$548K ﹤0.01% 2355
2023
Q2 		$759K Sell
48,345
-2,799
-5% -$43.6K ﹤0.01% 1826
2023
Q1 		$938K Sell
51,144
-16,238
-24% -$360K ﹤0.01% 1788
2022
Q4 		$1.43M Buy
67,382
+9,764
+17% +$213K ﹤0.01% 1812
2022
Q3 		$1.08M Buy
57,618
+4,576
+9% +$91.5K ﹤0.01% 1796
2022
Q2 		$1.02M Buy
53,042
+12,173
+30% +$233K ﹤0.01% 1915
2022
Q1 		$829K Sell
40,869
-4,159
-9% -$92.7K ﹤0.01% 2078
2021
Q4 		$997K Buy
45,028
+212
+0.5% +$4.62K ﹤0.01% 2055
2021
Q3 		$954K Sell
44,816
-3,838
-8% -$78.6K ﹤0.01% 1911
2021
Q2 		$1.01M Buy
48,654
+983
+2% +$22K ﹤0.01% 1763
2021
Q1 		$1.14M Sell
47,671
-10,060
-17% -$216K ﹤0.01% 1524
2020
Q4 		$1.07M Buy
57,731
+7,250
+14% +$119K ﹤0.01% 1647
2020
Q3 		$701K Buy
50,481
+17,671
+54% +$278K ﹤0.01% 1741
2020
Q2 		$578K Buy
32,810
+10,899
+50% +$174K ﹤0.01% 1748
2020
Q1 		$343K Sell
21,911
-36,885
-63% -$779K ﹤0.01% 1978
2019
Q4 		$1.49M Buy
58,796
+33,526
+133% +$807K ﹤0.01% 1629
2019
Q3 		$596K Buy
+25,270
New +$588K ﹤0.01% 2228

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

HSBC Holdings's OCFC Position: Q3 2025 in Review

HSBC Holdings sold out of OceanFirst Financial (OCFC) in Q3 2025, closing a stake of 14,003 shares — an estimated $249K sold.

HSBC Holdings first reported a position in OCFC in Q3 2019 and held it in 24 quarters. The position peaked at $1.49M in Q4 2019. 188 funds tracked by Wall St. Rank hold OCFC as of Q3 2025.

  • HSBC Holdings reported no remaining OceanFirst Financial position as of Q3 2025 after selling out during the quarter.
  • HSBC Holdings sold 14,003 OceanFirst Financial shares in Q3 2025, an estimated $249K.
  • HSBC Holdings first reported a position in OceanFirst Financial in Q3 2019 and held it in 24 quarters.
  • HSBC Holdings's OceanFirst Financial position peaked at $1.49M in Q4 2019.
  • 188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2025.

Based on HSBC Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.