NewEdge Advisors’s OceanFirst Financial OCFC Stock Holding History

NewEdge Advisors’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 Q1	$4.82K	Hold	267	–	–	﹤0.01%	3605
2025 Q4	$4.79K	Hold	267	–	–	﹤0.01%	3693
2025 Q3	$4.69K	Hold	267	–	–	﹤0.01%	3559
2025 Q2	$4.7K	Hold	267	–	–	﹤0.01%	3429
2025 Q1	$4.54K	Hold	267	–	–	﹤0.01%	3331
2024 Q4	$4.83K	Hold	267	–	–	﹤0.01%	3249
2024 Q3	$4.96K	Hold	267	–	–	﹤0.01%	3172
2024 Q2	$4.24K	Hold	267	–	–	﹤0.01%	3142
2024 Q1	$4.38K	Hold	267	–	–	﹤0.01%	3183
2023 Q4	$4.63K	Buy	+267	New	+$3.89K	﹤0.01%	3142
2023 Q1	–	Sell	-2,068	Closed	-$43.9K	–	3911
2022 Q4	$43.9K	Buy	+2,068	New	+$45.1K	﹤0.01%	1773

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

NewEdge Advisors's OCFC Position: Q1 2026 in Review

NewEdge Advisors held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 267 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

NewEdge Advisors first reported a position in OCFC in Q4 2022 and has held it in 11 quarters since. The position peaked at $43.9K in Q4 2022. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

NewEdge Advisors held 267 shares of OceanFirst Financial worth $4.82K as of Q1 2026.
NewEdge Advisors left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3605 holding.
NewEdge Advisors first reported a position in OceanFirst Financial in Q4 2022 and has held it in 11 quarters since.
NewEdge Advisors's OceanFirst Financial position peaked at $43.9K in Q4 2022.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.