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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Pinnacle Holdings's OCFC Position: Q1 2026 in Review

Pinnacle Holdings reduced its OceanFirst Financial (OCFC) stake by 6.6% in Q1 2026, selling an estimated $62.6K and leaving 47,839 shares worth $863K. The position accounts for 0.28% of the portfolio, ranked #114.

Pinnacle Holdings first reported a position in OCFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $962K in Q1 2023. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Pinnacle Holdings held 47,839 shares of OceanFirst Financial worth $863K as of Q1 2026.
Pinnacle Holdings sold 3,401 OceanFirst Financial shares in Q1 2026, an estimated $62.6K.
OceanFirst Financial made up 0.28% of Pinnacle Holdings's portfolio in Q1 2026, its #114 holding.
Pinnacle Holdings first reported a position in OceanFirst Financial in Q1 2020 and has held it in 25 quarters since.
Pinnacle Holdings's OceanFirst Financial position peaked at $962K in Q1 2023.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.