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PharVision Advisers’s OceanFirst Financial OCFC Stock Holding History

PharVision Advisers’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
Q2 		– Sell
-23,023
Closed -$392K – 381
2025
Q1 		$392K Buy
23,023
+12,433
+117% +$221K 0.54% 36
2024
Q4 		$192K Buy
+10,590
New +$202K 0.16% 315

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PharVision Advisers's OCFC Position: Q2 2025 in Review

PharVision Advisers sold out of OceanFirst Financial (OCFC) in Q2 2025, closing a stake of 23,023 shares — an estimated $392K sold.

PharVision Advisers first reported a position in OCFC in Q4 2024 and held it in 2 quarters. The position peaked at $392K in Q1 2025. 193 funds tracked by Wall St. Rank hold OCFC as of Q2 2025.

  • PharVision Advisers reported no remaining OceanFirst Financial position as of Q2 2025 after selling out during the quarter.
  • PharVision Advisers sold 23,023 OceanFirst Financial shares in Q2 2025, an estimated $392K.
  • PharVision Advisers first reported a position in OceanFirst Financial in Q4 2024 and held it in 2 quarters.
  • PharVision Advisers's OceanFirst Financial position peaked at $392K in Q1 2025.
  • 193 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2025.

Based on PharVision Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.