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IEQ Capital’s OceanFirst Financial OCFC Stock Holding History

IEQ Capital’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 		$1.85M Buy
+94,927
New +$1.77M 0.01% 833
2026
Q1 		– Sell
-37,738
Closed -$677K – 2024
2025
Q4 		$677K Sell
37,738
-2,415
-6% -$45.1K ﹤0.01% 1194
2025
Q3 		$705K Sell
40,153
-5,398
-12% -$96.4K ﹤0.01% 1149
2025
Q2 		$802K Buy
45,551
+17,655
+63% +$294K ﹤0.01% 937
2025
Q1 		$475K Buy
27,896
+3,254
+13% +$57.9K ﹤0.01% 1000
2024
Q4 		$446K Buy
+24,642
New +$470K ﹤0.01% 886

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

IEQ Capital's OCFC Position: Q2 2026 in Review

IEQ Capital opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 94,927 shares worth $1.85M. The stake represents 0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: IEQ Capital previously reported a position in OCFC as recently as Q4 2025.

IEQ Capital first reported a position in OCFC in Q4 2024 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • IEQ Capital held 94,927 shares of OceanFirst Financial worth $1.85M as of Q2 2026.
  • OceanFirst Financial was a new IEQ Capital position in Q2 2026.
  • OceanFirst Financial made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #833 holding.
  • IEQ Capital first reported a position in OceanFirst Financial in Q4 2024 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.