John G. Ullman & Associates’s OceanFirst Financial OCFC Stock Holding History

John G. Ullman & Associates’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	$480K	Sell	24,600 -700	-3%	-$13.1K	0.06%	139
2026 Q1	$456K	Sell	25,300 -1,700	-6%	-$31.3K	0.06%	133
2025 Q4	$485K	Hold	27,000	–	–	0.06%	133
2025 Q3	$474K	Sell	27,000 -200	-0.7%	-$3.57K	0.06%	129
2025 Q2	$479K	Buy	27,200 +2,300	+9%	+$38.3K	0.07%	124
2025 Q1	$424K	Buy	24,900 +100	+0.4%	+$1.78K	0.07%	136
2024 Q4	$449K	Sell	24,800 -300	-1%	-$5.73K	0.07%	131
2024 Q3	$467K	Buy	25,100 +2,800	+13%	+$48.1K	0.07%	136
2024 Q2	$354K	Sell	22,300 -400	-2%	-$6.05K	0.05%	147
2024 Q1	$373K	Sell	22,700 -26,900	-54%	-$434K	0.06%	138
2023 Q4	$861K	Buy	+49,600	New	+$723K	0.14%	102

Other funds holding OCFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John G. Ullman & Associates's OCFC Position: Q2 2026 in Review

John G. Ullman & Associates reduced its OceanFirst Financial (OCFC) stake by 2.8% in Q2 2026, selling an estimated $13.1K and leaving 24,600 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #139.

John G. Ullman & Associates first reported a position in OCFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $861K in Q4 2023. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

John G. Ullman & Associates held 24,600 shares of OceanFirst Financial worth $480K as of Q2 2026.
John G. Ullman & Associates sold 700 OceanFirst Financial shares in Q2 2026, an estimated $13.1K.
OceanFirst Financial made up 0.06% of John G. Ullman & Associates's portfolio in Q2 2026, its #139 holding.
John G. Ullman & Associates first reported a position in OceanFirst Financial in Q4 2023 and has held it in 11 quarters since.
John G. Ullman & Associates's OceanFirst Financial position peaked at $861K in Q4 2023.
231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.