Janney Montgomery Scott
OCFC icon

Janney Montgomery Scott’s OceanFirst Financial OCFC Stock Holding History

Janney Montgomery Scott’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 		$329K Sell
18,254
-10
-0.1% -$184 ﹤0.01% 2322
2025
Q4 		$328K Sell
18,264
-778
-4% -$14.5K ﹤0.01% 2496
2025
Q3 		$335K Sell
19,042
-27
-0.1% -$482 ﹤0.01% 2424
2025
Q2 		$336K Sell
19,069
-467
-2% -$7.79K ﹤0.01% 2283
2025
Q1 		$332K Sell
19,536
-775
-4% -$13.8K ﹤0.01% 2248
2024
Q4 		$368K Sell
20,311
-165
-0.8% -$3.15K ﹤0.01% 2186
2024
Q3 		$381K Buy
20,476
+728
+4% +$12.5K ﹤0.01% 2141
2024
Q2 		$314K Sell
19,748
-585
-3% -$8.84K ﹤0.01% 2184
2024
Q1 		$334K Sell
20,333
-4,016
-16% -$64.8K ﹤0.01% 2270
2023
Q4 		$423K Sell
24,349
-8,111
-25% -$118K ﹤0.01% 2020
2023
Q3 		$470K Buy
32,460
+4,422
+16% +$74.4K ﹤0.01% 1801
2023
Q2 		$438K Buy
28,038
+8,963
+47% +$140K ﹤0.01% 1976
2023
Q1 		$353K Hold
19,075
– – ﹤0.01% 1954
2022
Q4 		$405K Hold
19,075
– – ﹤0.01% 1909
2022
Q3 		$356K Hold
19,075
– – ﹤0.01% 1898
2022
Q2 		$365K Buy
19,075
+1,448
+8% +$27.8K ﹤0.01% 1796
2022
Q1 		$354K Buy
17,627
+192
+1% +$4.28K ﹤0.01% 1808
2021
Q4 		$387K Hold
17,435
– – ﹤0.01% 1856
2021
Q3 		$373K Hold
17,435
– – ﹤0.01% 1840
2021
Q2 		$363K Sell
17,435
-435
-2% -$9.74K ﹤0.01% 1820
2021
Q1 		$428K Buy
+17,870
New +$384K ﹤0.01% 1643

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Janney Montgomery Scott's OCFC Position: Q1 2026 in Review

Janney Montgomery Scott reduced its OceanFirst Financial (OCFC) stake by 0.05% in Q1 2026, selling an estimated $184 and leaving 18,254 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Janney Montgomery Scott first reported a position in OCFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $470K in Q3 2023. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Janney Montgomery Scott held 18,254 shares of OceanFirst Financial worth $329K as of Q1 2026.
  • Janney Montgomery Scott sold 10 OceanFirst Financial shares in Q1 2026, an estimated $184.
  • OceanFirst Financial made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2322 holding.
  • Janney Montgomery Scott first reported a position in OceanFirst Financial in Q1 2021 and has held it in 21 quarters since.
  • Janney Montgomery Scott's OceanFirst Financial position peaked at $470K in Q3 2023.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.