Northwestern Mutual Wealth Management
OCFC icon

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
Q2 		$27.4K Buy
1,401
+14
+1% +$261 ﹤0.01% 2750
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 $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwestern Mutual Wealth Management's OCFC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its OceanFirst Financial (OCFC) stake by 1% in Q2 2026, buying an estimated $261 and bringing the position to 1,401 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Northwestern Mutual Wealth Management first reported a position in OCFC in Q3 2021 and has held it in 20 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,401 shares of OceanFirst Financial worth $27.4K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 14 OceanFirst Financial shares in Q2 2026, an estimated $261.
  • OceanFirst Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2750 holding.
  • Northwestern Mutual Wealth Management first reported a position in OceanFirst Financial in Q3 2021 and has held it in 20 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.