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Lindbrook Capital’s OceanFirst Financial OCFC Stock Holding History

Lindbrook Capital’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
Q1 		$6.11K Sell
359
-18
-5% -$320 ﹤0.01% 1872
2024
Q4 		$6.82K Buy
377
+18
+5% +$344 ﹤0.01% 1842
2024
Q3 		$6.67K Sell
359
-103
-22% -$1.77K ﹤0.01% 1879
2024
Q2 		$7.34K Buy
+462
New +$6.98K ﹤0.01% 1805
2023
Q3 		– Sell
-33
Closed -$515 – 2786
2023
Q2 		$515 Sell
33
-744
-96% -$11.6K ﹤0.01% 2505
2023
Q1 		$14.4K Sell
777
-204
-21% -$4.52K ﹤0.01% 1228
2022
Q4 		$20.8K Buy
981
+167
+21% +$3.65K ﹤0.01% 1039
2022
Q3 		$15K Sell
814
-133
-14% -$2.66K ﹤0.01% 1135
2022
Q2 		$18K Buy
947
+808
+581% +$15.5K ﹤0.01% 1021
2022
Q1 		$3K Buy
139
+86
+162% +$1.92K ﹤0.01% 1855
2021
Q4 		$1K Hold
53
– – ﹤0.01% 1962
2021
Q3 		$1K Hold
53
– – ﹤0.01% 1755
2021
Q2 		$1K Hold
53
– – ﹤0.01% 1798
2021
Q1 		$1K Hold
53
– – ﹤0.01% 1763
2020
Q4 		$1K Hold
53
– – ﹤0.01% 1658
2020
Q3 		$1K Sell
53
-146
-73% -$2.29K ﹤0.01% 1608
2020
Q2 		$4K Buy
199
+60
+43% +$961 ﹤0.01% 1189
2020
Q1 		$2K Buy
+139
New +$2.94K ﹤0.01% 1323
2019
Q3 		– Sell
-174
Closed -$4K – 1507
2019
Q2 		$4K Hold
174
– – ﹤0.01% 1113
2019
Q1 		$4K Hold
174
– – ﹤0.01% 1129
2018
Q4 		$3K Buy
+174
New +$4.36K ﹤0.01% 1120

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lindbrook Capital's OCFC Position: Q1 2025 in Review

Lindbrook Capital reduced its OceanFirst Financial (OCFC) stake by 4.8% in Q1 2025, selling an estimated $320 and leaving 359 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Lindbrook Capital first reported a position in OCFC in Q4 2018 and has held it in 21 quarters since. The position peaked at $20.8K in Q4 2022. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

  • Lindbrook Capital held 359 shares of OceanFirst Financial worth $6.11K as of Q1 2025.
  • Lindbrook Capital sold 18 OceanFirst Financial shares in Q1 2025, an estimated $320.
  • OceanFirst Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1872 holding.
  • Lindbrook Capital first reported a position in OceanFirst Financial in Q4 2018 and has held it in 21 quarters since.
  • Lindbrook Capital's OceanFirst Financial position peaked at $20.8K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.