Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s OceanFirst Financial OCFC Stock Holding History

Jacobs Levy Equity Management’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
2025
Q3 		– Sell
-99,132
Closed -$1.75M – 1067
2025
Q2 		$1.75M Sell
99,132
-2,075
-2% -$34.6K 0.01% 647
2025
Q1 		$1.72M Sell
101,207
-2,754
-3% -$49K 0.01% 696
2024
Q4 		$1.88M Buy
103,961
+87,152
+518% +$1.66M 0.01% 600
2024
Q3 		$312K Buy
+16,809
New +$289K ﹤0.01% 883
2024
Q1 		– Sell
-56,766
Closed -$985K – 1018
2023
Q4 		$985K Sell
56,766
-450
-0.8% -$6.56K 0.01% 723
2023
Q3 		$828K Sell
57,216
-528
-0.9% -$8.89K ﹤0.01% 704
2023
Q2 		$902K Buy
57,744
+1,982
+4% +$30.9K 0.01% 713
2023
Q1 		$1.03M Sell
55,762
-4,125
-7% -$91.4K 0.01% 691
2022
Q4 		$1.27M Sell
59,887
-179,578
-75% -$3.92M 0.01% 641
2022
Q3 		$4.46M Sell
239,465
-24,093
-9% -$482K 0.04% 414
2022
Q2 		$5.04M Sell
263,558
-97
-0% -$1.86K 0.04% 422
2022
Q1 		$5.3M Buy
263,655
+9,145
+4% +$204K 0.04% 407
2021
Q4 		$5.65M Buy
254,510
+5,404
+2% +$118K 0.04% 402
2021
Q3 		$5.33M Buy
249,106
+220,430
+769% +$4.52M 0.04% 419
2021
Q2 		$598K Buy
+28,676
New +$642K ﹤0.01% 833

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Jacobs Levy Equity Management's OCFC Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of OceanFirst Financial (OCFC) in Q3 2025, closing a stake of 99,132 shares — an estimated $1.75M sold.

Jacobs Levy Equity Management first reported a position in OCFC in Q2 2021 and held it in 15 quarters. The position peaked at $5.65M in Q4 2021. 188 funds tracked by Wall St. Rank hold OCFC as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining OceanFirst Financial position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 99,132 OceanFirst Financial shares in Q3 2025, an estimated $1.75M.
  • Jacobs Levy Equity Management first reported a position in OceanFirst Financial in Q2 2021 and held it in 15 quarters.
  • Jacobs Levy Equity Management's OceanFirst Financial position peaked at $5.65M in Q4 2021.
  • 188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.