Mackenzie Financial’s OceanFirst Financial OCFC Stock Holding History

Mackenzie Financial’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	$274K	Buy	+14,019	New	+$261K	﹤0.01%	1436
2025 Q4	–	Sell	-39,262	Closed	-$690K	–	1778
2025 Q3	$690K	Buy	39,262 +10,055	+34%	+$180K	﹤0.01%	1167
2025 Q2	$514K	Buy	29,207 +2,780	+11%	+$46.4K	﹤0.01%	1223
2025 Q1	$450K	Buy	26,427 +2,550	+11%	+$45.4K	﹤0.01%	1228
2024 Q4	$432K	Buy	+23,877	New	+$456K	﹤0.01%	1241

Other funds holding OCFC

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

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's OCFC Position: Q2 2026 in Review

Mackenzie Financial opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 14,019 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #1436 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in OCFC as recently as Q3 2025.

Mackenzie Financial first reported a position in OCFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $690K in Q3 2025. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Mackenzie Financial held 14,019 shares of OceanFirst Financial worth $274K as of Q2 2026.
OceanFirst Financial was a new Mackenzie Financial position in Q2 2026.
OceanFirst Financial made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1436 holding.
Mackenzie Financial first reported a position in OceanFirst Financial in Q4 2024 and has held it in 5 quarters since.
Mackenzie Financial's OceanFirst Financial position peaked at $690K in Q3 2025.
231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.