Key Financial Inc’s OceanFirst Financial OCFC Stock Holding History

Key Financial Inc’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	$3.25K	Hold	180	–	–	﹤0.01%	1109
2025 Q4	$3.23K	Hold	180	–	–	﹤0.01%	1110
2025 Q3	$3.13K	Hold	180	–	–	﹤0.01%	1131
2025 Q2	$3.17K	Hold	180	–	–	﹤0.01%	1115
2025 Q1	$3.06K	Hold	180	–	–	﹤0.01%	1092
2024 Q4	$3.26K	Hold	180	–	–	﹤0.01%	1078
2024 Q3	$3.35K	Hold	180	–	–	﹤0.01%	1044
2024 Q2	$2.86K	Hold	180	–	–	﹤0.01%	1062
2024 Q1	$2.95K	Hold	180	–	–	﹤0.01%	1049
2023 Q4	$3.13K	Hold	180	–	–	﹤0.01%	1043
2023 Q3	$2.6K	Hold	180	–	–	﹤0.01%	1076
2023 Q2	$2.81K	Hold	180	–	–	﹤0.01%	1117
2023 Q1	$3.33K	Hold	180	–	–	﹤0.01%	879
2022 Q4	$3.35K	Hold	180	–	–	﹤0.01%	860
2022 Q3	$3K	Hold	180	–	–	﹤0.01%	901
2022 Q2	$4K	Hold	180	–	–	﹤0.01%	847
2022 Q1	$4K	Hold	180	–	–	﹤0.01%	834
2021 Q4	$4K	Hold	180	–	–	﹤0.01%	748
2021 Q3	$4K	Hold	180	–	–	﹤0.01%	741
2021 Q2	$4K	Hold	180	–	–	﹤0.01%	713
2021 Q1	$4K	Hold	180	–	–	﹤0.01%	625
2020 Q4	$3K	Buy	+180	New	+$2.95K	﹤0.01%	617
2020 Q2	–	Sell	-180	Closed	-$3K	–	452
2020 Q1	$3K	Buy	+180	New	+$3.8K	﹤0.01%	565

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Key Financial Inc's OCFC Position: Q1 2026 in Review

Key Financial Inc held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 180 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Key Financial Inc first reported a position in OCFC in Q1 2020 and has held it in 23 quarters since. The position peaked at $4K in Q2 2022. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Key Financial Inc held 180 shares of OceanFirst Financial worth $3.25K as of Q1 2026.
Key Financial Inc left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1109 holding.
Key Financial Inc first reported a position in OceanFirst Financial in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's OceanFirst Financial position peaked at $4K in Q2 2022.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.