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Kestrel Investment Management’s OceanFirst Financial OCFC Stock Holding History

Kestrel Investment 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 		– Sell
-197,050
Closed -$3.54M – 41
2025
Q4 		$3.54M Sell
197,050
-7,100
-3% -$133K 2.01% 27
2025
Q3 		$3.59M Buy
+204,150
New +$3.65M 2.02% 24

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

Kestrel Investment Management's OCFC Position: Q1 2026 in Review

Kestrel Investment Management sold out of OceanFirst Financial (OCFC) in Q1 2026, closing a stake of 197,050 shares — an estimated $3.54M sold.

Kestrel Investment Management first reported a position in OCFC in Q3 2025 and held it in 2 quarters. The position peaked at $3.59M in Q3 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Kestrel Investment Management reported no remaining OceanFirst Financial position as of Q1 2026 after selling out during the quarter.
  • Kestrel Investment Management sold 197,050 OceanFirst Financial shares in Q1 2026, an estimated $3.54M.
  • Kestrel Investment Management first reported a position in OceanFirst Financial in Q3 2025 and held it in 2 quarters.
  • Kestrel Investment Management's OceanFirst Financial position peaked at $3.59M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Kestrel Investment Management's 13F filing for Q1 2026, filed 5 May 2026.