ORG Partners’s OceanFirst Financial OCFC Stock Holding History

ORG Partners’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
2025 Q3	–	Sell	-371	Closed	-$6.76K	–	1646
2025 Q2	$6.76K	Hold	371	–	–	﹤0.01%	981
2025 Q1	$6.31K	Buy	+371	New	+$6.6K	﹤0.01%	887

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

ORG Partners's OCFC Position: Q3 2025 in Review

ORG Partners sold out of OceanFirst Financial (OCFC) in Q3 2025, closing a stake of 371 shares — an estimated $6.76K sold.

ORG Partners first reported a position in OCFC in Q1 2025 and held it in 2 quarters. The position peaked at $6.76K in Q2 2025. 188 funds tracked by Wall St. Rank hold OCFC as of Q3 2025.

ORG Partners reported no remaining OceanFirst Financial position as of Q3 2025 after selling out during the quarter.
ORG Partners sold 371 OceanFirst Financial shares in Q3 2025, an estimated $6.76K.
ORG Partners first reported a position in OceanFirst Financial in Q1 2025 and held it in 2 quarters.
ORG Partners's OceanFirst Financial position peaked at $6.76K in Q2 2025.
188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.