R Squared’s OceanFirst Financial OCFC Stock Holding History

R Squared’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	-1,240	Closed	-$22.4K	–	1100
2024 Q4	$22.4K	Buy	+1,240	New	+$23.7K	0.02%	824

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

R Squared's OCFC Position: Q1 2025 in Review

R Squared sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 1,240 shares — an estimated $22.4K sold.

R Squared first reported a position in OCFC in Q4 2024 and held it in 1 quarter. The position peaked at $22.4K in Q4 2024. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

R Squared reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,240 OceanFirst Financial shares in Q1 2025, an estimated $22.4K.
R Squared first reported a position in OceanFirst Financial in Q4 2024 and held it in 1 quarter.
R Squared's OceanFirst Financial position peaked at $22.4K in Q4 2024.
205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.