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 Q2	$15.2K	Buy	778 +404	+108%	+$7.53K	﹤0.01%	2347
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	$71K	Hold	3,300	–	–	﹤0.01%	1837
2021 Q2	$69K	Hold	3,300	–	–	﹤0.01%	1850
2021 Q1	$79K	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 $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

Nisa Investment Advisors's OCFC Position: Q2 2026 in Review

Nisa Investment Advisors increased its OceanFirst Financial (OCFC) stake by 108% in Q2 2026, buying an estimated $7.53K and bringing the position to 778 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Nisa Investment Advisors first reported a position in OCFC in Q2 2019 and has held it in 25 quarters since. The position peaked at $79K in Q1 2021. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Nisa Investment Advisors held 778 shares of OceanFirst Financial worth $15.2K as of Q2 2026.
Nisa Investment Advisors bought 404 OceanFirst Financial shares in Q2 2026, an estimated $7.53K.
OceanFirst Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2347 holding.
Nisa Investment Advisors first reported a position in OceanFirst Financial in Q2 2019 and has held it in 25 quarters since.
Nisa Investment Advisors's OceanFirst Financial position peaked at $79K in Q1 2021.
231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.