O'Shaughnessy Asset Management’s OceanFirst Financial OCFC Stock Holding History

O'Shaughnessy Asset 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 Q1	–	Sell	-142,210	Closed	-$2.55M	–	2779
2025 Q4	$2.55M	Sell	142,210 -6,816	-5%	-$127K	0.01%	744
2025 Q3	$2.62M	Sell	149,026 -64,657	-30%	-$1.16M	0.02%	709
2025 Q2	$3.76M	Buy	213,683 +55,609	+35%	+$927K	0.03%	558
2025 Q1	$2.69M	Buy	158,074 +17,409	+12%	+$310K	0.02%	603
2024 Q4	$2.55M	Buy	140,665 +30,373	+28%	+$580K	0.02%	589
2024 Q3	$2.03M	Buy	+110,292	New	+$1.89M	0.02%	639

Other funds holding OCFC

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

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

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

O'Shaughnessy Asset Management's OCFC Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of OceanFirst Financial (OCFC) in Q1 2026, closing a stake of 142,210 shares — an estimated $2.55M sold.

O'Shaughnessy Asset Management first reported a position in OCFC in Q3 2024 and held it in 6 quarters. The position peaked at $3.76M in Q2 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

O'Shaughnessy Asset Management reported no remaining OceanFirst Financial position as of Q1 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 142,210 OceanFirst Financial shares in Q1 2026, an estimated $2.55M.
O'Shaughnessy Asset Management first reported a position in OceanFirst Financial in Q3 2024 and held it in 6 quarters.
O'Shaughnessy Asset Management's OceanFirst Financial position peaked at $3.76M in Q2 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.