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JPL Wealth Management’s OceanFirst Financial OCFC Stock Holding History

JPL Wealth Management’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 		$7.38K Buy
+378
New +$7.05K ﹤0.01% 668

Other funds holding OCFC

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WP
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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

JPL Wealth Management's OCFC Position: Q2 2026 in Review

JPL Wealth Management opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 378 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings.

231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • JPL Wealth Management held 378 shares of OceanFirst Financial worth $7.38K as of Q2 2026.
  • OceanFirst Financial was a new JPL Wealth Management position in Q2 2026.
  • OceanFirst Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #668 holding.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.