LPL Financial’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $506K | Sell |
28,033
-9,763
| -26% | -$180K | ﹤0.01% | 4740 |
|
|
2025
Q4 | $678K | Sell |
37,796
-204
| -0.5% | -$3.81K | ﹤0.01% | 4437 |
|
|
2025
Q3 | $668K | Buy |
38,000
+7,401
| +24% | +$132K | ﹤0.01% | 4383 |
|
|
2025
Q2 | $539K | Sell |
30,599
-6,076
| -17% | -$101K | ﹤0.01% | 4315 |
|
|
2025
Q1 | $624K | Sell |
36,675
-8,582
| -19% | -$153K | ﹤0.01% | 3966 |
|
|
2024
Q4 | $819K | Buy |
45,257
+3,513
| +8% | +$67.1K | ﹤0.01% | 3670 |
|
|
2024
Q3 | $776K | Buy |
41,744
+11,854
| +40% | +$204K | ﹤0.01% | 3627 |
|
|
2024
Q2 | $475K | Buy |
29,890
+808
| +3% | +$12.2K | ﹤0.01% | 3923 |
|
|
2024
Q1 | $477K | Sell |
29,082
-7,167
| -20% | -$116K | ﹤0.01% | 3823 |
|
|
2023
Q4 | $629K | Buy |
36,249
+3,025
| +9% | +$44.1K | ﹤0.01% | 3474 |
|
|
2023
Q3 | $481K | Sell |
33,224
-246
| -0.7% | -$4.14K | ﹤0.01% | 3521 |
|
|
2023
Q2 | $523K | Sell |
33,470
-1,298
| -4% | -$20.2K | ﹤0.01% | 3408 |
|
|
2023
Q1 | $643K | Buy |
34,768
+16,938
| +95% | +$375K | ﹤0.01% | 3133 |
|
|
2022
Q4 | $379K | Buy |
17,830
+353
| +2% | +$7.71K | ﹤0.01% | 3488 |
|
|
2022
Q3 | $326K | Buy |
17,477
+3,467
| +25% | +$69.3K | ﹤0.01% | 3513 |
|
|
2022
Q2 | $268K | Sell |
14,010
-524
| -4% | -$10K | ﹤0.01% | 3722 |
|
|
2022
Q1 | $292K | Sell |
14,534
-3,440
| -19% | -$76.7K | ﹤0.01% | 3582 |
|
|
2021
Q4 | $399K | Sell |
17,974
-1,003
| -5% | -$21.9K | ﹤0.01% | 3471 |
|
|
2021
Q3 | $406K | Buy |
18,977
+1,496
| +9% | +$30.6K | ﹤0.01% | 3412 |
|
|
2021
Q2 | $364K | Hold |
17,481
| – | – | ﹤0.01% | 3433 |
|
|
2021
Q1 | $418K | Buy |
17,481
+294
| +2% | +$6.32K | ﹤0.01% | 3184 |
|
|
2020
Q4 | $320K | Buy |
17,187
+498
| +3% | +$8.15K | ﹤0.01% | 3150 |
|
|
2020
Q3 | $228K | Hold |
16,689
| – | – | ﹤0.01% | 3104 |
|
|
2020
Q2 | $294K | Sell |
16,689
-360
| -2% | -$5.76K | ﹤0.01% | 2851 |
|
|
2020
Q1 | $271K | Buy |
17,049
+3,295
| +24% | +$69.6K | ﹤0.01% | 2575 |
|
|
2019
Q4 | $351K | Sell |
13,754
-304
| -2% | -$7.31K | ﹤0.01% | 2653 |
|
|
2019
Q3 | $332K | Sell |
14,058
-1,393
| -9% | -$32.4K | ﹤0.01% | 2589 |
|
|
2019
Q2 | $384K | Sell |
15,451
-1,173
| -7% | -$28.8K | ﹤0.01% | 2494 |
|
|
2019
Q1 | $400K | Buy |
16,624
+1,043
| +7% | +$25.3K | ﹤0.01% | 2403 |
|
|
2018
Q4 | $351K | Buy |
15,581
+699
| +5% | +$17.5K | ﹤0.01% | 2348 |
|
|
2018
Q3 | $405K | Sell |
14,882
-1,670
| -10% | -$48.8K | ﹤0.01% | 2415 |
|
|
2018
Q2 | $496K | Sell |
16,552
-370
| -2% | -$10.5K | ﹤0.01% | 2198 |
|
|
2018
Q1 | $453K | Buy |
16,922
+1,379
| +9% | +$37.2K | ﹤0.01% | 2238 |
|
|
2017
Q4 | $408K | Buy |
15,543
+2,243
| +17% | +$61.1K | ﹤0.01% | 2228 |
|
|
2017
Q3 | $366K | Buy |
13,300
+350
| +3% | +$9.12K | ﹤0.01% | 2197 |
|
|
2017
Q2 | $351K | Hold |
12,950
| – | – | ﹤0.01% | 2154 |
|
|
2017
Q1 | $357K | Buy |
12,950
+150
| +1% | +$4.36K | ﹤0.01% | 2077 |
|
|
2016
Q4 | $383K | Sell |
12,800
-2,799
| -18% | -$65.2K | ﹤0.01% | 1970 |
|
|
2016
Q3 | $300K | Buy |
15,599
+300
| +2% | +$5.72K | ﹤0.01% | 2118 |
|
|
2016
Q2 | $278K | Buy |
+15,299
| New | +$279K | ﹤0.01% | 2130 |
|
Other funds holding OCFC
VCM
SFM
LPL Financial's OCFC Position: Q1 2026 in Review
LPL Financial reduced its OceanFirst Financial (OCFC) stake by 26% in Q1 2026, selling an estimated $180K and leaving 28,033 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #4740.
LPL Financial first reported a position in OCFC in Q2 2016 and has held it in 40 quarters since. The position peaked at $819K in Q4 2024. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.
- LPL Financial held 28,033 shares of OceanFirst Financial worth $506K as of Q1 2026.
- LPL Financial sold 9,763 OceanFirst Financial shares in Q1 2026, an estimated $180K.
- OceanFirst Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4740 holding.
- LPL Financial first reported a position in OceanFirst Financial in Q2 2016 and has held it in 40 quarters since.
- LPL Financial's OceanFirst Financial position peaked at $819K in Q4 2024.
- 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.