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Next Financial Group’s OceanFirst Financial OCFC Stock Holding History

Next Financial 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
2021
Q4 		$5K Buy
+230
New +$5.01K ﹤0.01% 2430

Other funds holding OCFC

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Next Financial Group's OCFC Position: Q4 2021 in Review

Next Financial Group opened a new position in OceanFirst Financial (OCFC) in Q4 2021: 230 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2430 among its holdings.

178 funds tracked by Wall St. Rank hold OCFC as of Q4 2021.

  • Next Financial Group held 230 shares of OceanFirst Financial worth $5K as of Q4 2021.
  • OceanFirst Financial was a new Next Financial Group position in Q4 2021.
  • OceanFirst Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2430 holding.
  • 178 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.