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
Q2 		$170K Buy
8,713
+1,740
+25% +$32.4K ﹤0.01% 2650
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 $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

Jones Financial Companies's OCFC Position: Q2 2026 in Review

Jones Financial Companies increased its OceanFirst Financial (OCFC) stake by 25% in Q2 2026, buying an estimated $32.4K and bringing the position to 8,713 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Jones Financial Companies first reported a position in OCFC in Q2 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Jones Financial Companies held 8,713 shares of OceanFirst Financial worth $170K as of Q2 2026.
  • Jones Financial Companies bought 1,740 OceanFirst Financial shares in Q2 2026, an estimated $32.4K.
  • OceanFirst Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2650 holding.
  • Jones Financial Companies first reported a position in OceanFirst Financial in Q2 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.