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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
Q2 		$4.73K Buy
242
+62
+34% +$1.16K ﹤0.01% 2801
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 $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's OCFC Position: Q2 2026 in Review

Larson Financial Group increased its OceanFirst Financial (OCFC) stake by 34% in Q2 2026, buying an estimated $1.16K and bringing the position to 242 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Larson Financial Group first reported a position in OCFC in Q2 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Larson Financial Group held 242 shares of OceanFirst Financial worth $4.73K as of Q2 2026.
  • Larson Financial Group bought 62 OceanFirst Financial shares in Q2 2026, an estimated $1.16K.
  • OceanFirst Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2801 holding.
  • Larson Financial Group first reported a position in OceanFirst Financial in Q2 2025 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.