Principal Financial Group
OCFC icon

Principal Financial Group’s OceanFirst Financial OCFC Stock Holding History

Principal Financial Group’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
2024
Q3 		– Sell
-35,758
Closed -$568K – 2357
2024
Q2 		$568K Buy
35,758
+2,794
+8% +$42.2K ﹤0.01% 1924
2024
Q1 		$541K Buy
32,964
+8,155
+33% +$132K ﹤0.01% 1970
2023
Q4 		$431K Buy
24,809
+3,475
+16% +$50.7K ﹤0.01% 1986
2023
Q3 		$309K Buy
21,334
+6,846
+47% +$115K ﹤0.01% 2057
2023
Q2 		$226K Sell
14,488
-8,652
-37% -$135K ﹤0.01% 2148
2023
Q1 		$428K Sell
23,140
-55
-0.2% -$1.22K ﹤0.01% 2004
2022
Q4 		$493K Buy
+23,195
New +$506K ﹤0.01% 1981
2022
Q2 		– Sell
-41,918
Closed -$843K – 2608
2022
Q1 		$843K Sell
41,918
-21,337
-34% -$475K ﹤0.01% 2010
2021
Q4 		$1.4M Sell
63,255
-18,013
-22% -$393K ﹤0.01% 1926
2021
Q3 		$1.74M Sell
81,268
-601
-0.7% -$12.3K ﹤0.01% 1897
2021
Q2 		$1.71M Buy
81,869
+35,284
+76% +$790K ﹤0.01% 1944
2021
Q1 		$1.11M Buy
46,585
+3,554
+8% +$76.4K ﹤0.01% 1970
2020
Q4 		$802K Sell
43,031
-4,415
-9% -$72.2K ﹤0.01% 1991
2020
Q3 		$650K Buy
47,446
+22,365
+89% +$351K ﹤0.01% 1961
2020
Q2 		$442K Buy
+25,081
New +$402K ﹤0.01% 1994
2020
Q1 		– Sell
-15,625
Closed -$399K – 2235
2019
Q4 		$399K Hold
15,625
– – ﹤0.01% 1994
2019
Q3 		$369K Hold
15,625
– – ﹤0.01% 2012
2019
Q2 		$388K Buy
+15,625
New +$384K ﹤0.01% 2012

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group's OCFC Position: Q3 2024 in Review

Principal Financial Group sold out of OceanFirst Financial (OCFC) in Q3 2024, closing a stake of 35,758 shares — an estimated $568K sold.

Principal Financial Group first reported a position in OCFC in Q2 2019 and held it in 18 quarters. The position peaked at $1.74M in Q3 2021. 194 funds tracked by Wall St. Rank hold OCFC as of Q3 2024.

  • Principal Financial Group reported no remaining OceanFirst Financial position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 35,758 OceanFirst Financial shares in Q3 2024, an estimated $568K.
  • Principal Financial Group first reported a position in OceanFirst Financial in Q2 2019 and held it in 18 quarters.
  • Principal Financial Group's OceanFirst Financial position peaked at $1.74M in Q3 2021.
  • 194 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.