Marshall Wace’s OceanFirst Financial OCFC Stock Holding History

Marshall Wace’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	$1.18M	Buy	+60,278	New	+$1.12M	﹤0.01%	2119
2023 Q3	–	Sell	-37,371	Closed	-$584K	–	2543
2023 Q2	$584K	Sell	37,371 -52,763	-59%	-$823K	﹤0.01%	1932
2023 Q1	$1.67M	Buy	+90,134	New	+$2M	﹤0.01%	1552
2022 Q1	–	Sell	-2,803	Closed	-$62K	–	3813
2021 Q4	$62K	Sell	2,803 -26,361	-90%	-$575K	﹤0.01%	3507
2021 Q3	$625K	Buy	+29,164	New	+$597K	﹤0.01%	2284
2020 Q1	–	Sell	-239,147	Closed	-$6.11M	–	1939
2019 Q4	$6.11M	Buy	239,147 +96,337	+67%	+$2.32M	0.04%	461
2019 Q3	$3.37M	Sell	142,810 -17,703	-11%	-$412K	0.03%	607
2019 Q2	$3.99M	Buy	160,513 +131,954	+462%	+$3.24M	0.03%	554
2019 Q1	$687K	Buy	+28,559	New	+$694K	0.01%	1041
2018 Q2	–	Sell	-24,700	Closed	-$661K	–	806
2018 Q1	$661K	Buy	+24,700	New	+$666K	0.03%	305

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

Marshall Wace's OCFC Position: Q2 2026 in Review

Marshall Wace opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 60,278 shares worth $1.18M. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings. This is a return to the name: Marshall Wace previously reported a position in OCFC as recently as Q2 2023.

Marshall Wace first reported a position in OCFC in Q1 2018 and has held it in 10 quarters since. The position peaked at $6.11M in Q4 2019. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Marshall Wace held 60,278 shares of OceanFirst Financial worth $1.18M as of Q2 2026.
OceanFirst Financial was a new Marshall Wace position in Q2 2026.
OceanFirst Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2119 holding.
Marshall Wace first reported a position in OceanFirst Financial in Q1 2018 and has held it in 10 quarters since.
Marshall Wace's OceanFirst Financial position peaked at $6.11M in Q4 2019.
230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.