Legacy Advisors
OCFC icon

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
Q3 		– Sell
-13,613
Closed -$266K – 347
2026
Q2 		$266K Buy
+13,613
New +$254K 0.02% 275

Other funds holding OCFC

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Legacy Advisors's OCFC Position: Q3 2026 in Review

Legacy Advisors sold out of OceanFirst Financial (OCFC) in Q3 2026, closing a stake of 13,613 shares — an estimated $266K sold.

Legacy Advisors first reported a position in OCFC in Q2 2026 and held it in 1 quarter. The position peaked at $266K in Q2 2026. 33 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • Legacy Advisors reported no remaining OceanFirst Financial position as of Q3 2026 after selling out during the quarter.
  • Legacy Advisors sold 13,613 OceanFirst Financial shares in Q3 2026, an estimated $266K.
  • Legacy Advisors first reported a position in OceanFirst Financial in Q2 2026 and held it in 1 quarter.
  • Legacy Advisors's OceanFirst Financial position peaked at $266K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.