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 Q2	$2.17K	Buy	+111	New	+$2.07K	﹤0.01%	1475

Other funds holding OCFC

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Physician Wealth Advisors's OCFC Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 111 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings.

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

Physician Wealth Advisors held 111 shares of OceanFirst Financial worth $2.17K as of Q2 2026.
OceanFirst Financial was a new Physician Wealth Advisors position in Q2 2026.
OceanFirst Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1475 holding.
22 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.