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Jupiter Asset Management’s OceanFirst Financial OCFC Stock Holding History

Jupiter Asset 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
Q1 		$3.3M Buy
+183,046
New +$3.37M 0.02% 365
2022
Q3 		– Sell
-11,199
Closed -$214K – 614
2022
Q2 		$214K Buy
+11,199
New +$215K ﹤0.01% 550

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

Jupiter Asset Management's OCFC Position: Q1 2026 in Review

Jupiter Asset Management opened a new position in OceanFirst Financial (OCFC) in Q1 2026: 183,046 shares worth $3.3M. The stake represents 0.02% of the portfolio and ranks #365 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in OCFC as recently as Q2 2022.

Jupiter Asset Management first reported a position in OCFC in Q2 2022 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Jupiter Asset Management held 183,046 shares of OceanFirst Financial worth $3.3M as of Q1 2026.
  • OceanFirst Financial was a new Jupiter Asset Management position in Q1 2026.
  • OceanFirst Financial made up 0.02% of Jupiter Asset Management's portfolio in Q1 2026, its #365 holding.
  • Jupiter Asset Management first reported a position in OceanFirst Financial in Q2 2022 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.