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 Q2	–	Sell	-267	Closed	-$4.82K	–	4325
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 $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

NewEdge Advisors's OCFC Position: Q2 2026 in Review

NewEdge Advisors sold out of OceanFirst Financial (OCFC) in Q2 2026, closing a stake of 267 shares — an estimated $4.82K sold.

NewEdge Advisors first reported a position in OCFC in Q4 2022 and held it in 11 quarters. The position peaked at $43.9K in Q4 2022. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

NewEdge Advisors reported no remaining OceanFirst Financial position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 267 OceanFirst Financial shares in Q2 2026, an estimated $4.82K.
NewEdge Advisors first reported a position in OceanFirst Financial in Q4 2022 and held it in 11 quarters.
NewEdge Advisors's OceanFirst Financial position peaked at $43.9K in Q4 2022.
231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.