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
Q2 		$28.8K Buy
1,474
+1,231
+507% +$23K ﹤0.01% 5885
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 $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

Osaic Holdings's OCFC Position: Q2 2026 in Review

Osaic Holdings increased its OceanFirst Financial (OCFC) stake by 507% in Q2 2026, buying an estimated $23K and bringing the position to 1,474 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5885.

Osaic Holdings first reported a position in OCFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $84.8K in Q3 2024. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Osaic Holdings held 1,474 shares of OceanFirst Financial worth $28.8K as of Q2 2026.
  • Osaic Holdings bought 1,231 OceanFirst Financial shares in Q2 2026, an estimated $23K.
  • OceanFirst Financial made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5885 holding.
  • Osaic Holdings first reported a position in OceanFirst Financial in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's OceanFirst Financial position peaked at $84.8K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.