NVWM LLC’s OceanFirst Financial OCFC Stock Holding History

NVWM LLC’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 Q3	$19K	Hold	1,147	–	–	﹤0.01%	334
2026 Q2	$22.4K	Hold	1,147	–	–	﹤0.01%	268
2026 Q1	$20.7K	Hold	1,147	–	–	﹤0.01%	278
2025 Q4	$20.6K	Hold	1,147	–	–	﹤0.01%	281
2025 Q3	$20.2K	Hold	1,147	–	–	﹤0.01%	289
2025 Q2	$20.2K	Hold	1,147	–	–	﹤0.01%	293
2025 Q1	$19.5K	Hold	1,147	–	–	0.01%	279
2024 Q4	$20.8K	Hold	1,147	–	–	0.01%	273
2024 Q3	$21.3K	Hold	1,147	–	–	0.01%	274
2024 Q2	$18.2K	Hold	1,147	–	–	﹤0.01%	282
2024 Q1	$18.8K	Hold	1,147	–	–	0.01%	277
2023 Q4	$19.9K	Hold	1,147	–	–	0.01%	278
2023 Q3	$16.6K	Hold	1,147	–	–	0.01%	289
2023 Q2	$17.9K	Hold	1,147	–	–	0.01%	306
2023 Q1	$21.2K	Sell	1,147 -572	-33%	-$12.7K	0.01%	297
2022 Q4	$36.5K	Hold	1,719	–	–	0.01%	254
2022 Q3	$32K	Hold	1,719	–	–	0.01%	262
2022 Q2	$33K	Buy	1,719 +65	+4%	+$1.25K	0.01%	273
2022 Q1	$33K	Hold	1,654	–	–	0.01%	295
2021 Q4	$37K	Hold	1,654	–	–	0.01%	287
2021 Q3	$35K	Hold	1,654	–	–	0.01%	280
2021 Q2	$24K	Hold	1,654	–	–	0.01%	285
2021 Q1	$40K	Hold	1,654	–	–	0.02%	251
2020 Q4	$31K	Hold	1,654	–	–	0.01%	240
2020 Q3	$23K	Hold	1,654	–	–	0.01%	233
2020 Q2	$29K	Hold	1,654	–	–	0.02%	203
2020 Q1	$26K	Buy	+1,654	New	+$34.9K	0.02%	200
2019 Q4	–	Sell	-1,654	Closed	-$39K	–	342
2019 Q3	$39K	Hold	1,654	–	–	0.02%	208
2019 Q2	$41K	Hold	1,654	–	–	0.02%	217
2019 Q1	$40K	Hold	1,654	–	–	0.03%	190
2018 Q4	$37K	Hold	1,654	–	–	0.03%	189
2018 Q3	$45K	Hold	1,654	–	–	0.03%	186
2018 Q2	$50K	Hold	1,654	–	–	0.03%	175
2018 Q1	$44K	Buy	+1,654	New	+$44.6K	0.03%	187

Other funds holding OCFC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NVWM LLC's OCFC Position: Q3 2026 in Review

NVWM LLC held its OceanFirst Financial (OCFC) position steady in Q3 2026 at 1,147 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

NVWM LLC first reported a position in OCFC in Q1 2018 and has held it in 34 quarters since. The position peaked at $50K in Q2 2018. 18 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

NVWM LLC held 1,147 shares of OceanFirst Financial worth $19K as of Q3 2026.
NVWM LLC left its OceanFirst Financial share count unchanged in Q3 2026.
OceanFirst Financial made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #334 holding.
NVWM LLC first reported a position in OceanFirst Financial in Q1 2018 and has held it in 34 quarters since.
NVWM LLC's OceanFirst Financial position peaked at $50K in Q2 2018.
18 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.