Plante Moran Financial Advisors’s OceanFirst Financial OCFC Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-4,000	Closed	-$72.4K	–	915
2024 Q4	$72.4K	Hold	4,000	–	–	0.01%	301
2024 Q3	$74.4K	Hold	4,000	–	–	0.01%	329
2024 Q2	$63.6K	Hold	4,000	–	–	0.01%	306
2024 Q1	$65.6K	Hold	4,000	–	–	0.01%	301
2023 Q4	$69.4K	Hold	4,000	–	–	0.01%	284
2023 Q3	$57.9K	Hold	4,000	–	–	0.01%	275
2023 Q2	$62.5K	Hold	4,000	–	–	0.01%	272
2023 Q1	$73.9K	Hold	4,000	–	–	0.01%	252
2022 Q4	$85K	Hold	4,000	–	–	0.01%	247
2022 Q3	$75K	Hold	4,000	–	–	0.01%	246
2022 Q2	$77K	Hold	4,000	–	–	0.01%	250
2022 Q1	$80K	Hold	4,000	–	–	0.01%	256
2021 Q4	$89K	Buy	+4,000	New	+$87.2K	0.01%	270

Other funds holding OCFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Plante Moran Financial Advisors's OCFC Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 4,000 shares — an estimated $72.4K sold.

Plante Moran Financial Advisors first reported a position in OCFC in Q4 2021 and held it in 13 quarters. The position peaked at $89K in Q4 2021. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

Plante Moran Financial Advisors reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 4,000 OceanFirst Financial shares in Q1 2025, an estimated $72.4K.
Plante Moran Financial Advisors first reported a position in OceanFirst Financial in Q4 2021 and held it in 13 quarters.
Plante Moran Financial Advisors's OceanFirst Financial position peaked at $89K in Q4 2021.
205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.