Nisa Investment Advisors’s OceanFirst Financial OCFC Stock Holding History

Nisa Investment 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	$6.75K	Hold	374	–	–	﹤0.01%	2373
2025 Q4	$6.71K	Sell	374 -21	-5%	-$393	﹤0.01%	2371
2025 Q3	$6.94K	Buy	395 +21	+6%	+$375	﹤0.01%	2375
2025 Q2	$6.59K	Sell	374 -658	-64%	-$11K	﹤0.01%	2396
2025 Q1	$17.6K	Hold	1,032	–	–	﹤0.01%	1937
2024 Q4	$18.7K	Hold	1,032	–	–	﹤0.01%	1957
2024 Q3	$19.2K	Hold	1,032	–	–	﹤0.01%	1920
2024 Q2	$16.4K	Buy	1,032 +961	+1,354%	+$14.5K	﹤0.01%	2012
2024 Q1	$1.17K	Hold	71	–	–	﹤0.01%	2341
2023 Q4	$1.23K	Sell	71 -3,300	-98%	-$48.1K	﹤0.01%	2228
2023 Q3	$48.8K	Hold	3,371	–	–	﹤0.01%	1734
2023 Q2	$52.7K	Buy	3,371 +71	+2%	+$1.11K	﹤0.01%	1738
2023 Q1	$61K	Hold	3,300	–	–	﹤0.01%	1651
2022 Q4	$70K	Hold	3,300	–	–	﹤0.01%	1673
2022 Q3	$75K	Hold	3,300	–	–	﹤0.01%	1603
2022 Q2	$63K	Hold	3,300	–	–	﹤0.01%	1660
2022 Q1	$66K	Hold	3,300	–	–	﹤0.01%	1757
2021 Q4	$75K	Hold	3,300	–	–	﹤0.01%	1610
2021 Q3	$71	Hold	3,300	–	–	﹤0.01%	1837
2021 Q2	$69	Hold	3,300	–	–	﹤0.01%	1850
2021 Q1	$79	Hold	3,300	–	–	﹤0.01%	1851
2020 Q4	$61K	Buy	+3,300	New	+$54K	﹤0.01%	1936
2019 Q4	–	Sell	-200	Closed	-$5K	–	2030
2019 Q3	$5K	Hold	200	–	–	﹤0.01%	1901
2019 Q2	$5K	Buy	+200	New	+$4.92K	﹤0.01%	1897

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

Nisa Investment Advisors's OCFC Position: Q1 2026 in Review

Nisa Investment Advisors held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 374 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Nisa Investment Advisors first reported a position in OCFC in Q2 2019 and has held it in 24 quarters since. The position peaked at $75K in Q3 2022. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Nisa Investment Advisors held 374 shares of OceanFirst Financial worth $6.75K as of Q1 2026.
Nisa Investment Advisors left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2373 holding.
Nisa Investment Advisors first reported a position in OceanFirst Financial in Q2 2019 and has held it in 24 quarters since.
Nisa Investment Advisors's OceanFirst Financial position peaked at $75K in Q3 2022.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.