IFP Advisors
OCFC icon

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
Q3 		$8.86K Sell
536
-382
-42% -$7.23K ﹤0.01% 3466
2026
Q2 		$17.9K Buy
918
+599
+188% +$11.2K ﹤0.01% 3036
2026
Q1 		$5.76K 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% +$5.28K ﹤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

Essex Investment Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

IFP Advisors's OCFC Position: Q3 2026 in Review

IFP Advisors reduced its OceanFirst Financial (OCFC) stake by 42% in Q3 2026, selling an estimated $7.23K and leaving 536 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3466.

IFP Advisors first reported a position in OCFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.9K in Q2 2026. 25 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • IFP Advisors held 536 shares of OceanFirst Financial worth $8.86K as of Q3 2026.
  • IFP Advisors sold 382 OceanFirst Financial shares in Q3 2026, an estimated $7.23K.
  • OceanFirst Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3466 holding.
  • IFP Advisors first reported a position in OceanFirst Financial in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's OceanFirst Financial position peaked at $17.9K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.