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
Q2 		$476K Buy
24,396
+6,142
+34% +$115K ﹤0.01% 2421
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 $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

Janney Montgomery Scott's OCFC Position: Q2 2026 in Review

Janney Montgomery Scott increased its OceanFirst Financial (OCFC) stake by 34% in Q2 2026, buying an estimated $115K and bringing the position to 24,396 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Janney Montgomery Scott first reported a position in OCFC in Q1 2021 and has held it in 22 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Janney Montgomery Scott held 24,396 shares of OceanFirst Financial worth $476K as of Q2 2026.
  • Janney Montgomery Scott bought 6,142 OceanFirst Financial shares in Q2 2026, an estimated $115K.
  • OceanFirst Financial made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2421 holding.
  • Janney Montgomery Scott first reported a position in OceanFirst Financial in Q1 2021 and has held it in 22 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.