Jones Financial Companies
OCFC icon

Jones Financial Companies’s OceanFirst Financial OCFC Stock Holding History

Jones Financial Companies’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 		$121K Buy
6,973
+6,919
+12,813% +$127K ﹤0.01% 2594
2025
Q4 		$975 Hold
54
– – ﹤0.01% 4023
2025
Q3 		$973 Buy
54
+24
+80% +$429 ﹤0.01% 3904
2025
Q2 		$537 Buy
+30
New +$500 ﹤0.01% 3792

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

Jones Financial Companies's OCFC Position: Q1 2026 in Review

Jones Financial Companies increased its OceanFirst Financial (OCFC) stake by 12,813% in Q1 2026, buying an estimated $127K and bringing the position to 6,973 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Jones Financial Companies first reported a position in OCFC in Q2 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Jones Financial Companies held 6,973 shares of OceanFirst Financial worth $121K as of Q1 2026.
  • Jones Financial Companies bought 6,919 OceanFirst Financial shares in Q1 2026, an estimated $127K.
  • OceanFirst Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2594 holding.
  • Jones Financial Companies first reported a position in OceanFirst Financial in Q2 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.