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Legacy Advisors’s OceanFirst Financial OCFC Stock Holding History

Legacy 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 		$266K Buy
+13,613
New +$254K 0.02% 275

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Advisors's OCFC Position: Q2 2026 in Review

Legacy Advisors opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 13,613 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

29 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Legacy Advisors held 13,613 shares of OceanFirst Financial worth $266K as of Q2 2026.
  • OceanFirst Financial was a new Legacy Advisors position in Q2 2026.
  • OceanFirst Financial made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #275 holding.
  • 29 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.