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 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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ledgewood Wealth Advisors's OCFC Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its OceanFirst Financial (OCFC) position steady in Q2 2026 at 18,890 shares worth $369K. The position accounts for 0.2% of the portfolio, ranked #56.

Ledgewood Wealth Advisors first reported a position in OCFC in Q4 2023 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Ledgewood Wealth Advisors held 18,890 shares of OceanFirst Financial worth $369K as of Q2 2026.
Ledgewood Wealth Advisors left its OceanFirst Financial share count unchanged in Q2 2026.
OceanFirst Financial made up 0.2% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Ledgewood Wealth Advisors first reported a position in OceanFirst Financial in Q4 2023 and has held it in 11 quarters since.
16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.