LSV Asset Management’s OceanFirst Financial OCFC Stock Holding History

LSV Asset Management’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	$7.67M	Sell	393,000 -89,508	-19%	-$1.67M	0.01%	463
2026 Q1	$8.7M	Sell	482,508 -24,200	-5%	-$446K	0.02%	412
2025 Q4	$9.1M	Buy	506,708 +24,600	+5%	+$460K	0.02%	405
2025 Q3	$8.47M	Sell	482,108 -1,800	-0.4%	-$32.2K	0.02%	415
2025 Q2	$8.52M	Buy	483,908 +32,040	+7%	+$534K	0.02%	409
2025 Q1	$7.69M	Buy	451,868 +133,153	+42%	+$2.37M	0.02%	429
2024 Q4	$5.77M	Sell	318,715 -172,313	-35%	-$3.29M	0.01%	463
2024 Q3	$9.13M	Hold	491,028	–	–	0.02%	428
2024 Q2	$7.8M	Sell	491,028 -26,883	-5%	-$406K	0.02%	472
2024 Q1	$8.5M	Sell	517,911 -800	-0.2%	-$12.9K	0.02%	463
2023 Q4	$9.01M	Sell	518,711 -10,200	-2%	-$149K	0.02%	458
2023 Q3	$7.65M	Sell	528,911 -21,467	-4%	-$361K	0.02%	469
2023 Q2	$8.6M	Buy	550,378 +87,208	+19%	+$1.36M	0.02%	452
2023 Q1	$8.56M	Buy	463,170 +252,911	+120%	+$5.6M	0.02%	443
2022 Q4	$4.47M	Buy	210,259 +175,259	+501%	+$3.83M	0.01%	527
2022 Q3	$652K	Hold	35,000	–	–	﹤0.01%	688
2022 Q2	$670K	Hold	35,000	–	–	﹤0.01%	717
2022 Q1	$704K	Hold	35,000	–	–	﹤0.01%	737
2021 Q4	$777K	Hold	35,000	–	–	﹤0.01%	729
2021 Q3	$749K	Hold	35,000	–	–	﹤0.01%	743
2021 Q2	$729K	Hold	35,000	–	–	﹤0.01%	751
2021 Q1	$837K	Hold	35,000	–	–	﹤0.01%	749
2020 Q4	$652K	Hold	35,000	–	–	﹤0.01%	790
2020 Q3	$479K	Hold	35,000	–	–	﹤0.01%	807
2020 Q2	$617K	Hold	35,000	–	–	﹤0.01%	812
2020 Q1	$556K	Hold	35,000	–	–	﹤0.01%	792
2019 Q4	$893K	Buy	+35,000	New	+$842K	﹤0.01%	766
2017 Q1	–	Sell	-88,228	Closed	-$2.65M	–	1050
2016 Q4	$2.65M	Sell	88,228 -133,208	-60%	-$3.1M	﹤0.01%	667
2016 Q3	$4.26M	Sell	221,436 -19,659	-8%	-$375K	0.01%	565
2016 Q2	$4.38M	Sell	241,095 -19,100	-7%	-$348K	0.01%	547
2016 Q1	$4.6M	Sell	260,195 -36,500	-12%	-$640K	0.01%	521
2015 Q4	$5.94M	Sell	296,695 -7,850	-3%	-$151K	0.01%	471
2015 Q3	$5.24M	Hold	304,545	–	–	0.01%	482
2015 Q2	$5.68M	Hold	304,545	–	–	0.01%	472
2015 Q1	$5.26M	Hold	304,545	–	–	0.01%	481
2014 Q4	$5.22M	Hold	304,545	–	–	0.01%	464
2014 Q3	$4.84M	Hold	304,545	–	–	0.01%	460
2014 Q2	$5.04M	Sell	304,545 -1,900	-0.6%	-$31.7K	0.01%	464
2014 Q1	$5.42M	Sell	306,445 -5,900	-2%	-$104K	0.01%	448
2013 Q4	$5.35M	Sell	312,345 -15,213	-5%	-$269K	0.01%	457
2013 Q3	$5.54M	Sell	327,558 -300	-0.1%	-$5.06K	0.01%	445
2013 Q2	$5.1M	Buy	+327,858	New	+$4.66M	0.01%	441

Other funds holding OCFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return

LSV Asset Management's OCFC Position: Q2 2026 in Review

LSV Asset Management reduced its OceanFirst Financial (OCFC) stake by 19% in Q2 2026, selling an estimated $1.67M and leaving 393,000 shares worth $7.67M. The position accounts for 0.01% of the portfolio, ranked #463.

LSV Asset Management first reported a position in OCFC in Q2 2013 and has held it in 42 quarters since. The position peaked at $9.13M in Q3 2024. 87 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

LSV Asset Management held 393,000 shares of OceanFirst Financial worth $7.67M as of Q2 2026.
LSV Asset Management sold 89,508 OceanFirst Financial shares in Q2 2026, an estimated $1.67M.
OceanFirst Financial made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #463 holding.
LSV Asset Management first reported a position in OceanFirst Financial in Q2 2013 and has held it in 42 quarters since.
LSV Asset Management's OceanFirst Financial position peaked at $9.13M in Q3 2024.
87 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.