Physician Wealth Advisors
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Physician Wealth Advisors’s OceanFirst Financial OCFC Stock Holding History

Physician Wealth Advisors’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
Q3 		$1.84K Hold
111
– – ﹤0.01% 1627
2026
Q2 		$2.17K Buy
+111
New +$2.07K ﹤0.01% 1475

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Endeavour Capital Advisors
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Physician Wealth Advisors's OCFC Position: Q3 2026 in Review

Physician Wealth Advisors held its OceanFirst Financial (OCFC) position steady in Q3 2026 at 111 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Physician Wealth Advisors first reported a position in OCFC in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.17K in Q2 2026. 174 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • Physician Wealth Advisors held 111 shares of OceanFirst Financial worth $1.84K as of Q3 2026.
  • Physician Wealth Advisors left its OceanFirst Financial share count unchanged in Q3 2026.
  • OceanFirst Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1627 holding.
  • Physician Wealth Advisors first reported a position in OceanFirst Financial in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's OceanFirst Financial position peaked at $2.17K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.