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Knights of Columbus Asset Advisors’s OceanFirst Financial OCFC Stock Holding History

Knights of Columbus Asset Advisors’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
2025
Q3 		– Sell
-64,873
Closed -$1.14M – 404
2025
Q2 		$1.14M Sell
64,873
-2,042
-3% -$34K 0.07% 243
2025
Q1 		$1.14M Buy
66,915
+1,774
+3% +$31.6K 0.08% 228
2024
Q4 		$1.18M Buy
65,141
+161
+0.2% +$3.07K 0.08% 232
2024
Q3 		$1.21M Sell
64,980
-87,827
-57% -$1.51M 0.08% 229
2024
Q2 		$2.43M Buy
152,807
+1,686
+1% +$25.5K 0.16% 192
2024
Q1 		$2.48M Sell
151,121
-144,113
-49% -$2.33M 0.18% 178
2023
Q4 		$5.13M Buy
295,234
+183,796
+165% +$2.68M 0.33% 118
2023
Q3 		$1.61M Sell
111,438
-1,572
-1% -$26.5K 0.15% 202
2023
Q2 		$1.77M Buy
113,010
+266
+0.2% +$4.15K 0.16% 203
2023
Q1 		$2.08M Buy
112,744
+868
+0.8% +$19.2K 0.21% 170
2022
Q4 		$2.38M Buy
+111,876
New +$2.44M 0.25% 139

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Knights of Columbus Asset Advisors's OCFC Position: Q3 2025 in Review

Knights of Columbus Asset Advisors sold out of OceanFirst Financial (OCFC) in Q3 2025, closing a stake of 64,873 shares — an estimated $1.14M sold.

Knights of Columbus Asset Advisors first reported a position in OCFC in Q4 2022 and held it in 11 quarters. The position peaked at $5.13M in Q4 2023. 188 funds tracked by Wall St. Rank hold OCFC as of Q3 2025.

  • Knights of Columbus Asset Advisors reported no remaining OceanFirst Financial position as of Q3 2025 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 64,873 OceanFirst Financial shares in Q3 2025, an estimated $1.14M.
  • Knights of Columbus Asset Advisors first reported a position in OceanFirst Financial in Q4 2022 and held it in 11 quarters.
  • Knights of Columbus Asset Advisors's OceanFirst Financial position peaked at $5.13M in Q4 2023.
  • 188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2025.

Based on Knights of Columbus Asset Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.