Independent Advisor Alliance’s OceanFirst Financial OCFC Stock Holding History

Independent Advisor Alliance’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	$816K	Buy	45,214 +214	+0.5%	+$3.94K	0.01%	926
2025 Q4	$808K	Hold	45,000	–	–	0.02%	527
2025 Q3	$791K	Hold	45,000	–	–	0.02%	495
2025 Q2	$792K	Sell	45,000 -41	-0.1%	-$684	0.02%	461
2025 Q1	$766K	Buy	45,041 +41	+0.1%	+$730	0.03%	420
2024 Q4	$815K	Hold	45,000	–	–	0.01%	791
2024 Q3	$837K	Hold	45,000	–	–	0.03%	360
2024 Q2	$715K	Hold	45,000	–	–	0.02%	389
2024 Q1	$738K	Sell	45,000 -20	-0%	-$323	0.03%	373
2023 Q4	$782K	Hold	45,020	–	–	0.03%	346
2023 Q3	$651K	Hold	45,020	–	–	0.03%	363
2023 Q2	$703K	Buy	+45,020	New	+$702K	0.03%	353

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Independent Advisor Alliance's OCFC Position: Q1 2026 in Review

Independent Advisor Alliance increased its OceanFirst Financial (OCFC) stake by 0.48% in Q1 2026, buying an estimated $3.94K and bringing the position to 45,214 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #926.

Independent Advisor Alliance first reported a position in OCFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $837K in Q3 2024. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Independent Advisor Alliance held 45,214 shares of OceanFirst Financial worth $816K as of Q1 2026.
Independent Advisor Alliance bought 214 OceanFirst Financial shares in Q1 2026, an estimated $3.94K.
OceanFirst Financial made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #926 holding.
Independent Advisor Alliance first reported a position in OceanFirst Financial in Q2 2023 and has held it in 12 quarters since.
Independent Advisor Alliance's OceanFirst Financial position peaked at $837K in Q3 2024.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.