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Principal Securities’s OceanFirst Financial OCFC Stock Holding History

Principal Securities’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
Q4 		– Sell
-196
Closed -$3.44K – 2804
2025
Q3 		$3.44K Hold
196
– – ﹤0.01% 3075
2025
Q2 		$3.45K Hold
196
– – ﹤0.01% 2977
2025
Q1 		$3.55K Hold
196
– – ﹤0.01% 2893
2024
Q4 		$3.55K Hold
196
– – ﹤0.01% 2889
2024
Q3 		$3.64K Hold
196
– – ﹤0.01% 2777
2024
Q2 		$3.11K Hold
196
– – ﹤0.01% 2789
2024
Q1 		$3.22K Hold
196
– – ﹤0.01% 2742
2023
Q4 		$3.4K Buy
+196
New +$2.86K ﹤0.01% 2670

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Securities's OCFC Position: Q4 2025 in Review

Principal Securities sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 196 shares — an estimated $3.44K sold.

Principal Securities first reported a position in OCFC in Q4 2023 and held it in 8 quarters. The position peaked at $3.64K in Q3 2024. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • Principal Securities reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 196 OceanFirst Financial shares in Q4 2025, an estimated $3.44K.
  • Principal Securities first reported a position in OceanFirst Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's OceanFirst Financial position peaked at $3.64K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.