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Mather Group’s OceanFirst Financial OCFC Stock Holding History

Mather Group’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
Q4 		– Sell
-210
Closed -$3.69K – 1328
2025
Q3 		$3.69K Buy
+210
New +$3.75K ﹤0.01% 1451
2025
Q2 		– Sell
-210
Closed -$3.57K – 1362
2025
Q1 		$3.57K Buy
+210
New +$3.74K ﹤0.01% 1461
2024
Q3 		– Sell
-210
Closed -$3.45K – 2039
2024
Q2 		$3.45K Hold
210
– – ﹤0.01% 1729
2024
Q1 		$3.65K Buy
+210
New +$3.39K ﹤0.01% 1418

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mather Group's OCFC Position: Q4 2025 in Review

Mather Group sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 210 shares — an estimated $3.69K sold.

Mather Group first reported a position in OCFC in Q1 2024 and held it in 4 quarters. The position peaked at $3.69K in Q3 2025. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • Mather Group reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
  • Mather Group sold 210 OceanFirst Financial shares in Q4 2025, an estimated $3.69K.
  • Mather Group first reported a position in OceanFirst Financial in Q1 2024 and held it in 4 quarters.
  • Mather Group's OceanFirst Financial position peaked at $3.69K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.