Ledgewood Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

Ledgewood Wealth 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
2026 Q3	$288K	Sell	17,404 -1,486	-8%	-$28.1K	0.16%	57
2026 Q2	$369K	Hold	18,890	–	–	0.2%	56
2026 Q1	$341K	Sell	18,890 -114	-0.6%	-$2.1K	0.19%	56
2025 Q4	$341K	Sell	19,004 -160	-0.8%	-$2.99K	0.2%	55
2025 Q3	$337K	Hold	19,164	–	–	0.2%	56
2025 Q2	$337K	Hold	19,164	–	–	0.21%	55
2025 Q1	$326K	Hold	19,164	–	–	0.21%	55
2024 Q4	$347K	Hold	19,164	–	–	0.22%	54
2024 Q3	$356K	Sell	19,164 -63	-0.3%	-$1.08K	0.24%	53
2024 Q2	$306K	Hold	19,227	–	–	0.26%	47
2024 Q1	$316K	Hold	19,227	–	–	0.29%	48
2023 Q4	$334K	Buy	+19,227	New	+$280K	0.31%	44

Other funds holding OCFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

Ledgewood Wealth Advisors's OCFC Position: Q3 2026 in Review

Ledgewood Wealth Advisors reduced its OceanFirst Financial (OCFC) stake by 7.9% in Q3 2026, selling an estimated $28.1K and leaving 17,404 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #57.

Ledgewood Wealth Advisors first reported a position in OCFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $369K in Q2 2026. 138 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

Ledgewood Wealth Advisors held 17,404 shares of OceanFirst Financial worth $288K as of Q3 2026.
Ledgewood Wealth Advisors sold 1,486 OceanFirst Financial shares in Q3 2026, an estimated $28.1K.
OceanFirst Financial made up 0.16% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #57 holding.
Ledgewood Wealth Advisors first reported a position in OceanFirst Financial in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's OceanFirst Financial position peaked at $369K in Q2 2026.
138 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.