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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

IEQ Capital's OCFC Position: Q1 2026 in Review

IEQ Capital sold out of OceanFirst Financial (OCFC) in Q1 2026, closing a stake of 37,738 shares — an estimated $677K sold.

IEQ Capital first reported a position in OCFC in Q4 2024 and held it in 5 quarters. The position peaked at $802K in Q2 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • IEQ Capital reported no remaining OceanFirst Financial position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 37,738 OceanFirst Financial shares in Q1 2026, an estimated $677K.
  • IEQ Capital first reported a position in OceanFirst Financial in Q4 2024 and held it in 5 quarters.
  • IEQ Capital's OceanFirst Financial position peaked at $802K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.