Oxford Financial Group’s OceanFirst Financial OCFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$540K Buy
+27,634
New +$515K 0.03% 158

Other funds holding OCFC

Oxford Financial Group's OCFC Position: Q2 2026 in Review

Oxford Financial Group opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 27,634 shares worth $540K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings.

231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Oxford Financial Group held 27,634 shares of OceanFirst Financial worth $540K as of Q2 2026.
  • OceanFirst Financial was a new Oxford Financial Group position in Q2 2026.
  • OceanFirst Financial made up 0.03% of Oxford Financial Group's portfolio in Q2 2026, its #158 holding.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.