Invesco
OCFC icon

Invesco’s OceanFirst Financial OCFC Stock Holding History

Invesco’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 		$36M Sell
1,996,225
-1,923
-0.1% -$35.4K ﹤0.01% 1199
2025
Q4 		$35.9M Buy
1,998,148
+123,691
+7% +$2.31M ﹤0.01% 1207
2025
Q3 		$32.9M Buy
1,874,457
+57,246
+3% +$1.02M 0.01% 1234
2025
Q2 		$32M Buy
1,817,211
+85,426
+5% +$1.42M 0.01% 1239
2025
Q1 		$29.5M Buy
1,731,785
+56,526
+3% +$1.01M 0.01% 1256
2024
Q4 		$30.3M Buy
1,675,259
+67,010
+4% +$1.28M 0.01% 1286
2024
Q3 		$29.9M Buy
1,608,249
+43,891
+3% +$754K 0.01% 1275
2024
Q2 		$24.9M Buy
1,564,358
+16,912
+1% +$256K 0.01% 1327
2024
Q1 		$25.4M Buy
1,547,446
+168,273
+12% +$2.71M 0.01% 1326
2023
Q4 		$23.9M Buy
1,379,173
+144,337
+12% +$2.1M 0.01% 1319
2023
Q3 		$17.9M Buy
1,234,836
+40,030
+3% +$674K ﹤0.01% 1395
2023
Q2 		$18.7M Buy
1,194,806
+45,868
+4% +$715K ﹤0.01% 1403
2023
Q1 		$21.2M Buy
1,148,938
+7,105
+0.6% +$157K 0.01% 1320
2022
Q4 		$24.3M Buy
1,141,833
+49,696
+5% +$1.08M 0.01% 1279
2022
Q3 		$20.4M Sell
1,092,137
-23,353
-2% -$467K 0.01% 1308
2022
Q2 		$21.3M Buy
1,115,490
+3,063
+0.3% +$58.7K 0.01% 1326
2022
Q1 		$22.4M Buy
1,112,427
+30,659
+3% +$683K 0.01% 1441
2021
Q4 		$24M Sell
1,081,768
-98,838
-8% -$2.15M 0.01% 1441
2021
Q3 		$25.3M Sell
1,180,606
-10,617
-0.9% -$218K 0.01% 1428
2021
Q2 		$24.8M Sell
1,191,223
-35,396
-3% -$792K 0.01% 1468
2021
Q1 		$29.4M Buy
1,226,619
+38,211
+3% +$822K 0.01% 1318
2020
Q4 		$22.1M Buy
1,188,408
+209,903
+21% +$3.43M 0.01% 1383
2020
Q3 		$13.4M Buy
978,505
+213,092
+28% +$3.35M ﹤0.01% 1512
2020
Q2 		$13.5M Buy
765,413
+29,395
+4% +$471K ﹤0.01% 1469
2020
Q1 		$11.7M Buy
736,018
+22,346
+3% +$472K ﹤0.01% 1462
2019
Q4 		$18.2M Sell
713,672
-99,536
-12% -$2.39M 0.01% 1484
2019
Q3 		$19.2M Buy
813,208
+68,085
+9% +$1.58M 0.01% 1435
2019
Q2 		$18.5M Buy
745,123
+707,059
+1,858% +$17.4M ﹤0.01% 1479
2019
Q1 		$916K Buy
38,064
+197
+0.5% +$4.79K ﹤0.01% 3072
2018
Q4 		$852K Buy
37,867
+6,081
+19% +$152K ﹤0.01% 3067
2018
Q3 		$865K Buy
31,786
+210
+0.7% +$6.13K ﹤0.01% 3202
2018
Q2 		$946K Buy
31,576
+205
+0.7% +$5.79K ﹤0.01% 3166
2018
Q1 		$839K Buy
31,371
+15,555
+98% +$419K ﹤0.01% 3104
2017
Q4 		$415K Sell
15,816
-1,862
-11% -$50.7K ﹤0.01% 3366
2017
Q3 		$486K Buy
17,678
+388
+2% +$10.1K ﹤0.01% 3315
2017
Q2 		$469K Buy
17,290
+422
+3% +$11.5K ﹤0.01% 3344
2017
Q1 		$475K Buy
16,868
+3,112
+23% +$90.5K ﹤0.01% 3358
2016
Q4 		$413K Sell
13,756
-969
-7% -$22.6K ﹤0.01% 3375
2016
Q3 		$284K Buy
14,725
+2,320
+19% +$44.2K ﹤0.01% 3443
2016
Q2 		$225K Sell
12,405
-200
-2% -$3.64K ﹤0.01% 3507
2016
Q1 		$223K Sell
12,605
-4,298
-25% -$75.4K ﹤0.01% 3533
2015
Q4 		$339K Buy
16,903
+3,514
+26% +$67.5K ﹤0.01% 3404
2015
Q3 		$231K Buy
13,389
+408
+3% +$7.34K ﹤0.01% 3528
2015
Q2 		$242K Sell
12,981
-816
-6% -$14.1K ﹤0.01% 3655
2015
Q1 		$238K Buy
13,797
+1,072
+8% +$17.9K ﹤0.01% 3627
2014
Q4 		$218K Buy
12,725
+634
+5% +$10.4K ﹤0.01% 3613
2014
Q3 		$192K Buy
12,091
+595
+5% +$9.78K ﹤0.01% 3683
2014
Q2 		$190K Hold
11,496
– – ﹤0.01% 3725
2014
Q1 		$203K Buy
11,496
+492
+4% +$8.7K ﹤0.01% 3735
2013
Q4 		$188K Buy
11,004
+784
+8% +$13.9K ﹤0.01% 3820
2013
Q3 		$173K Buy
10,220
+954
+10% +$16.1K ﹤0.01% 3824
2013
Q2 		$144K Buy
+9,266
New +$132K ﹤0.01% 3796

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco's OCFC Position: Q1 2026 in Review

Invesco reduced its OceanFirst Financial (OCFC) stake by 0.1% in Q1 2026, selling an estimated $35.4K and leaving 1,996,225 shares worth $36M. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Invesco first reported a position in OCFC in Q2 2013 and has held it in 52 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Invesco held 1,996,225 shares of OceanFirst Financial worth $36M as of Q1 2026.
  • Invesco sold 1,923 OceanFirst Financial shares in Q1 2026, an estimated $35.4K.
  • OceanFirst Financial made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #1199 holding.
  • Invesco first reported a position in OceanFirst Financial in Q2 2013 and has held it in 52 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.