Rafferty Asset Management’s OceanFirst Financial OCFC Stock Holding History

Rafferty Asset Management’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	$1.26M	Buy	69,886 +20,163	+41%	+$371K	0.01%	714
2025 Q4	$893K	Sell	49,723 -5,406	-10%	-$101K	﹤0.01%	820
2025 Q3	$969K	Buy	55,129 +9,679	+21%	+$173K	﹤0.01%	799
2025 Q2	$800K	Sell	45,450 -186	-0.4%	-$3.1K	﹤0.01%	798
2025 Q1	$776K	Sell	45,636 -6,457	-12%	-$115K	﹤0.01%	790
2024 Q4	$943K	Sell	52,093 -15,225	-23%	-$291K	﹤0.01%	803
2024 Q3	$1.25M	Sell	67,318 -21,484	-24%	-$369K	﹤0.01%	754
2024 Q2	$1.41M	Buy	88,802 +13,842	+18%	+$209K	0.01%	736
2024 Q1	$1.23M	Sell	74,960 -8,690	-10%	-$140K	﹤0.01%	795
2023 Q4	$1.45M	Buy	83,650 +45,980	+122%	+$670K	0.01%	751
2023 Q3	$545K	Sell	37,670 -22,315	-37%	-$376K	﹤0.01%	905
2023 Q2	$937K	Buy	59,985 +31,045	+107%	+$484K	0.01%	836
2023 Q1	$535K	Buy	28,940 +15,004	+108%	+$332K	﹤0.01%	928
2022 Q4	$296K	Sell	13,936 -737	-5%	-$16.1K	﹤0.01%	1022
2022 Q3	$274K	Sell	14,673 -1,426	-9%	-$28.5K	﹤0.01%	1023
2022 Q2	$308K	Sell	16,099 -12,732	-44%	-$244K	﹤0.01%	914
2022 Q1	$580K	Buy	28,831 +724	+3%	+$16.1K	﹤0.01%	923
2021 Q4	$624K	Buy	28,107 +1,299	+5%	+$28.3K	﹤0.01%	1018
2021 Q3	$574K	Sell	26,808 -25,470	-49%	-$522K	﹤0.01%	1012
2021 Q2	$1.09M	Buy	52,278 +21,292	+69%	+$477K	0.01%	851
2021 Q1	$742K	Buy	+30,986	New	+$666K	0.01%	850
2020 Q4	–	Sell	-10,938	Closed	-$150K	–	1040
2020 Q3	$150K	Buy	10,938 +554	+5%	+$8.7K	﹤0.01%	936
2020 Q2	$183K	Buy	+10,384	New	+$166K	﹤0.01%	933

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

Rafferty Asset Management's OCFC Position: Q1 2026 in Review

Rafferty Asset Management increased its OceanFirst Financial (OCFC) stake by 41% in Q1 2026, buying an estimated $371K and bringing the position to 69,886 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #714.

Rafferty Asset Management first reported a position in OCFC in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q4 2023. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Rafferty Asset Management held 69,886 shares of OceanFirst Financial worth $1.26M as of Q1 2026.
Rafferty Asset Management bought 20,163 OceanFirst Financial shares in Q1 2026, an estimated $371K.
OceanFirst Financial made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #714 holding.
Rafferty Asset Management first reported a position in OceanFirst Financial in Q2 2020 and has held it in 23 quarters since.
Rafferty Asset Management's OceanFirst Financial position peaked at $1.45M in Q4 2023.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.