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IFP Advisors’s OceanFirst Financial OCFC Stock Holding History

IFP 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
Q1 		$5.75K Sell
319
-5
-2% -$92 ﹤0.01% 3435
2025
Q4 		$5.82K Hold
324
– – ﹤0.01% 3338
2025
Q3 		$5.69K Buy
324
+6
+2% +$107 ﹤0.01% 3177
2025
Q2 		$5.6K Buy
318
+317
+31,700% +$5.29K ﹤0.01% 3295
2025
Q1 		$17 Hold
1
– – ﹤0.01% 4188
2024
Q4 		$18 Buy
+1
New +$19 ﹤0.01% 4472

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

IFP Advisors's OCFC Position: Q1 2026 in Review

IFP Advisors reduced its OceanFirst Financial (OCFC) stake by 1.5% in Q1 2026, selling an estimated $92 and leaving 319 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3435.

IFP Advisors first reported a position in OCFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.82K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • IFP Advisors held 319 shares of OceanFirst Financial worth $5.75K as of Q1 2026.
  • IFP Advisors sold 5 OceanFirst Financial shares in Q1 2026, an estimated $92.
  • OceanFirst Financial made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3435 holding.
  • IFP Advisors first reported a position in OceanFirst Financial in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's OceanFirst Financial position peaked at $5.82K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.