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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
Q2 		$17.9K Buy
918
+599
+188% +$11.2K ﹤0.01% 3036
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 $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

IFP Advisors's OCFC Position: Q2 2026 in Review

IFP Advisors increased its OceanFirst Financial (OCFC) stake by 188% in Q2 2026, buying an estimated $11.2K and bringing the position to 918 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

IFP Advisors first reported a position in OCFC in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • IFP Advisors held 918 shares of OceanFirst Financial worth $17.9K as of Q2 2026.
  • IFP Advisors bought 599 OceanFirst Financial shares in Q2 2026, an estimated $11.2K.
  • OceanFirst Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3036 holding.
  • IFP Advisors first reported a position in OceanFirst Financial in Q4 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.