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Pinnacle Holdings’s OceanFirst Financial OCFC Stock Holding History

Pinnacle Holdings’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 		$933K Sell
47,749
-90
-0.2% -$1.68K 0.29% 109
2026
Q1 		$863K Sell
47,839
-3,401
-7% -$62.6K 0.28% 114
2025
Q4 		$920K Hold
51,240
– – 0.31% 114
2025
Q3 		$900K Hold
51,240
– – 0.31% 107
2025
Q2 		$902K Hold
51,240
– – 0.33% 105
2025
Q1 		$872K Hold
51,240
– – 0.33% 108
2024
Q4 		$927K Sell
51,240
-192
-0.4% -$3.67K 0.35% 103
2024
Q3 		$956K Buy
51,432
+24
+0% +$412 0.37% 96
2024
Q2 		$817K Sell
51,408
-89
-0.2% -$1.34K 0.33% 106
2024
Q1 		$845K Sell
51,497
-564
-1% -$9.1K 0.34% 101
2023
Q4 		$904K Hold
52,061
– – 0.37% 102
2023
Q3 		$753K Hold
52,061
– – 0.35% 99
2023
Q2 		$813K Hold
52,061
– – 0.36% 95
2023
Q1 		$962K Buy
52,061
+7,370
+16% +$163K 0.45% 84
2022
Q4 		$950K Sell
44,691
-604
-1% -$13.2K 0.42% 87
2022
Q3 		$844K Hold
45,295
– – 0.4% 89
2022
Q2 		$866K Buy
45,295
+15,625
+53% +$300K 0.4% 91
2022
Q1 		$596K Hold
29,670
– – 0.23% 119
2021
Q4 		$659K Hold
29,670
– – 0.28% 114
2021
Q3 		$635K Hold
29,670
– – 0.28% 113
2021
Q2 		$618K Hold
29,670
– – 0.28% 110
2021
Q1 		$710K Sell
29,670
-70
-0.2% -$1.51K 0.33% 107
2020
Q4 		$554K Hold
29,740
– – 0.29% 113
2020
Q3 		$407K Sell
29,740
-4,774
-14% -$75K 0.24% 117
2020
Q2 		$608K Sell
34,514
-307
-0.9% -$4.92K 0.29% 103
2020
Q1 		$554K Buy
+34,821
New +$736K 0.32% 99

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Holdings's OCFC Position: Q2 2026 in Review

Pinnacle Holdings reduced its OceanFirst Financial (OCFC) stake by 0.19% in Q2 2026, selling an estimated $1.68K and leaving 47,749 shares worth $933K. The position accounts for 0.29% of the portfolio, ranked #109.

Pinnacle Holdings first reported a position in OCFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $962K in Q1 2023. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Pinnacle Holdings held 47,749 shares of OceanFirst Financial worth $933K as of Q2 2026.
  • Pinnacle Holdings sold 90 OceanFirst Financial shares in Q2 2026, an estimated $1.68K.
  • OceanFirst Financial made up 0.29% of Pinnacle Holdings's portfolio in Q2 2026, its #109 holding.
  • Pinnacle Holdings first reported a position in OceanFirst Financial in Q1 2020 and has held it in 26 quarters since.
  • Pinnacle Holdings's OceanFirst Financial position peaked at $962K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.