Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Northwestern Mutual Wealth 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 		$25K Buy
1,387
+14
+1% +$258 ﹤0.01% 2722
2025
Q4 		$24.6K Sell
1,373
-52
-4% -$972 ﹤0.01% 2661
2025
Q3 		$25K Buy
1,425
+83
+6% +$1.48K ﹤0.01% 2586
2025
Q2 		$23.6K Buy
1,342
+15
+1% +$250 ﹤0.01% 2518
2025
Q1 		$22.6K Buy
1,327
+14
+1% +$249 ﹤0.01% 2461
2024
Q4 		$23.8K Buy
1,313
+13
+1% +$248 ﹤0.01% 2443
2024
Q3 		$24.2K Buy
1,300
+16
+1% +$275 ﹤0.01% 2399
2024
Q2 		$20.4K Buy
1,284
+16
+1% +$242 ﹤0.01% 2386
2024
Q1 		$20.8K Buy
1,268
+16
+1% +$258 ﹤0.01% 2399
2023
Q4 		$21.7K Buy
1,252
+17
+1% +$248 ﹤0.01% 2371
2023
Q3 		$17.9K Buy
1,235
+14
+1% +$236 ﹤0.01% 2344
2023
Q2 		$19.1K Buy
1,221
+18
+1% +$281 ﹤0.01% 2335
2023
Q1 		$22.2K Buy
1,203
+10
+0.8% +$222 ﹤0.01% 2221
2022
Q4 		$25.4K Buy
1,193
+10
+0.8% +$218 ﹤0.01% 2165
2022
Q3 		$22K Buy
1,183
+11
+0.9% +$220 ﹤0.01% 2187
2022
Q2 		$22K Buy
1,172
+10
+0.9% +$192 ﹤0.01% 2216
2022
Q1 		$23K Hold
1,162
– – ﹤0.01% 2256
2021
Q4 		$26K Hold
1,162
– – ﹤0.01% 2222
2021
Q3 		$25K Buy
+1,162
New +$23.8K ﹤0.01% 2148

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

Northwestern Mutual Wealth Management's OCFC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its OceanFirst Financial (OCFC) stake by 1% in Q1 2026, buying an estimated $258 and bringing the position to 1,387 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Northwestern Mutual Wealth Management first reported a position in OCFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $26K in Q4 2021. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,387 shares of OceanFirst Financial worth $25K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 14 OceanFirst Financial shares in Q1 2026, an estimated $258.
  • OceanFirst Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2722 holding.
  • Northwestern Mutual Wealth Management first reported a position in OceanFirst Financial in Q3 2021 and has held it in 19 quarters since.
  • Northwestern Mutual Wealth Management's OceanFirst Financial position peaked at $26K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.