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MAI Capital Management’s OceanFirst Financial OCFC Stock Holding History

MAI Capital 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
2025
Q3 		– Sell
-59
Closed -$1.04K – 4037
2025
Q2 		$1.04K Buy
+59
New +$984 ﹤0.01% 3614

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

MAI Capital Management's OCFC Position: Q3 2025 in Review

MAI Capital Management sold out of OceanFirst Financial (OCFC) in Q3 2025, closing a stake of 59 shares — an estimated $1.04K sold.

MAI Capital Management first reported a position in OCFC in Q2 2025 and held it in 1 quarter. The position peaked at $1.04K in Q2 2025. 188 funds tracked by Wall St. Rank hold OCFC as of Q3 2025.

  • MAI Capital Management reported no remaining OceanFirst Financial position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 59 OceanFirst Financial shares in Q3 2025, an estimated $1.04K.
  • MAI Capital Management first reported a position in OceanFirst Financial in Q2 2025 and held it in 1 quarter.
  • MAI Capital Management's OceanFirst Financial position peaked at $1.04K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.