Osaic Holdings
OCFC icon

Osaic Holdings’s OceanFirst Financial OCFC Stock Holding History

Osaic Holdings’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 		$4.38K Sell
243
-230
-49% -$4.24K ﹤0.01% 6747
2025
Q4 		$8.49K Sell
473
-304
-39% -$5.68K ﹤0.01% 6440
2025
Q3 		$13.9K Sell
777
-1,030
-57% -$18.4K ﹤0.01% 6158
2025
Q2 		$31.8K Buy
1,807
+25
+1% +$417 ﹤0.01% 5364
2025
Q1 		$30.3K Buy
1,782
+1,121
+170% +$20K ﹤0.01% 5071
2024
Q4 		$12K Sell
661
-3,899
-86% -$74.4K ﹤0.01% 5670
2024
Q3 		$84.8K Buy
4,560
+6
+0.1% +$103 ﹤0.01% 4348
2024
Q2 		$72.4K Buy
4,554
+527
+13% +$7.97K ﹤0.01% 4383
2024
Q1 		$66.1K Buy
4,027
+2,890
+254% +$46.6K ﹤0.01% 4533
2023
Q4 		$19.7K Sell
1,137
-460
-29% -$6.71K ﹤0.01% 5507
2023
Q3 		$23.1K Buy
1,597
+894
+127% +$15K ﹤0.01% 5476
2023
Q2 		$11K Sell
703
-1,609
-70% -$25.1K ﹤0.01% 5906
2023
Q1 		$42.7K Buy
2,312
+1,661
+255% +$36.8K ﹤0.01% 5059
2022
Q4 		$14K Buy
651
+136
+26% +$2.97K ﹤0.01% 5769
2022
Q3 		$10K Buy
515
+30
+6% +$600 ﹤0.01% 6017
2022
Q2 		$10K Sell
485
-223
-31% -$4.28K ﹤0.01% 6090
2022
Q1 		$14K Buy
708
+202
+40% +$4.5K ﹤0.01% 5939
2021
Q4 		$10K Sell
506
-193
-28% -$4.21K ﹤0.01% 6250
2021
Q3 		$14K Hold
699
– – ﹤0.01% 6017
2021
Q2 		$14K Buy
699
+290
+71% +$6.49K ﹤0.01% 5876
2021
Q1 		$10K Buy
409
+149
+57% +$3.21K ﹤0.01% 5874
2020
Q4 		$5K Sell
260
-344
-57% -$5.63K ﹤0.01% 5783
2020
Q3 		$8K Hold
604
– – ﹤0.01% 5389
2020
Q2 		$11K Sell
604
-2,295
-79% -$36.7K ﹤0.01% 5141
2020
Q1 		$46K Buy
+2,899
New +$61.2K ﹤0.01% 4042

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

Osaic Holdings's OCFC Position: Q1 2026 in Review

Osaic Holdings reduced its OceanFirst Financial (OCFC) stake by 49% in Q1 2026, selling an estimated $4.24K and leaving 243 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #6747.

Osaic Holdings first reported a position in OCFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $84.8K in Q3 2024. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Osaic Holdings held 243 shares of OceanFirst Financial worth $4.38K as of Q1 2026.
  • Osaic Holdings sold 230 OceanFirst Financial shares in Q1 2026, an estimated $4.24K.
  • OceanFirst Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6747 holding.
  • Osaic Holdings first reported a position in OceanFirst Financial in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's OceanFirst Financial position peaked at $84.8K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.