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Ledyard National Bank’s OceanFirst Financial OCFC Stock Holding History

Ledyard National Bank’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
Q4 		– Sell
-11,931
Closed -$210K – 245
2025
Q3 		$210K Buy
+11,931
New +$213K 0.02% 220

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ledyard National Bank's OCFC Position: Q4 2025 in Review

Ledyard National Bank sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 11,931 shares — an estimated $210K sold.

Ledyard National Bank first reported a position in OCFC in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • Ledyard National Bank reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
  • Ledyard National Bank sold 11,931 OceanFirst Financial shares in Q4 2025, an estimated $210K.
  • Ledyard National Bank first reported a position in OceanFirst Financial in Q3 2025 and held it in 1 quarter.
  • Ledyard National Bank's OceanFirst Financial position peaked at $210K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Ledyard National Bank's 13F filing for Q4 2025, filed 21 Jan 2026.