North Star Investment Management’s OceanFirst Financial OCFC Stock Holding History

North Star Investment Management’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	$86.5K	Hold	4,794	–	–	0.01%	633
2025 Q4	$86.1K	Hold	4,794	–	–	0.01%	579
2025 Q3	$84.2K	Hold	4,794	–	–	0.01%	557
2025 Q2	$84.4K	Hold	4,794	–	–	0.01%	550
2025 Q1	$81.5K	Hold	4,794	–	–	0.01%	543
2024 Q4	$86.8K	Buy	4,794 +4,494	+1,498%	+$85.8K	0.01%	536
2024 Q3	$5.58K	Hold	300	–	–	﹤0.01%	956
2024 Q2	$4.77K	Hold	300	–	–	﹤0.01%	939
2024 Q1	$4.92K	Hold	300	–	–	﹤0.01%	979
2023 Q4	$5.21K	Sell	300 -145,060	-100%	-$2.12M	﹤0.01%	937
2023 Q3	$2.1M	Buy	145,360 +31,745	+28%	+$534K	0.18%	135
2023 Q2	$1.77M	Buy	113,615 +29,701	+35%	+$463K	0.14%	160
2023 Q1	$1.55M	Sell	83,914 -6,907	-8%	-$153K	0.13%	181
2022 Q4	$1.93M	Buy	90,821 +46,046	+103%	+$1.01M	0.17%	136
2022 Q3	$835K	Hold	44,775	–	–	0.08%	222
2022 Q2	$857K	Buy	+44,775	New	+$858K	0.08%	227

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

North Star Investment Management's OCFC Position: Q1 2026 in Review

North Star Investment Management held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 4,794 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #633.

North Star Investment Management first reported a position in OCFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.1M in Q3 2023. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

North Star Investment Management held 4,794 shares of OceanFirst Financial worth $86.5K as of Q1 2026.
North Star Investment Management left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #633 holding.
North Star Investment Management first reported a position in OceanFirst Financial in Q2 2022 and has held it in 16 quarters since.
North Star Investment Management's OceanFirst Financial position peaked at $2.1M in Q3 2023.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.