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Larson Financial Group’s OceanFirst Financial OCFC Stock Holding History

Larson Financial Group’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 Sell
180
-45
-20% -$829 ﹤0.01% 2792
2025
Q4 		$4.04K Hold
225
– – ﹤0.01% 2537
2025
Q3 		$3.95K Hold
225
– – ﹤0.01% 2434
2025
Q2 		$3.96K Buy
+225
New +$3.75K ﹤0.01% 2169

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

Larson Financial Group's OCFC Position: Q1 2026 in Review

Larson Financial Group reduced its OceanFirst Financial (OCFC) stake by 20% in Q1 2026, selling an estimated $829 and leaving 180 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Larson Financial Group first reported a position in OCFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.04K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Larson Financial Group held 180 shares of OceanFirst Financial worth $3.25K as of Q1 2026.
  • Larson Financial Group sold 45 OceanFirst Financial shares in Q1 2026, an estimated $829.
  • OceanFirst Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2792 holding.
  • Larson Financial Group first reported a position in OceanFirst Financial in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's OceanFirst Financial position peaked at $4.04K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.