Rafferty Asset Management
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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
Q2 		$1.19M Sell
60,813
-9,073
-13% -$169K ﹤0.01% 755
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

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rafferty Asset Management's OCFC Position: Q2 2026 in Review

Rafferty Asset Management reduced its OceanFirst Financial (OCFC) stake by 13% in Q2 2026, selling an estimated $169K and leaving 60,813 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Rafferty Asset Management first reported a position in OCFC in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.45M in Q4 2023. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Rafferty Asset Management held 60,813 shares of OceanFirst Financial worth $1.19M as of Q2 2026.
  • Rafferty Asset Management sold 9,073 OceanFirst Financial shares in Q2 2026, an estimated $169K.
  • OceanFirst Financial made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #755 holding.
  • Rafferty Asset Management first reported a position in OceanFirst Financial in Q2 2020 and has held it in 24 quarters since.
  • Rafferty Asset Management's OceanFirst Financial position peaked at $1.45M in Q4 2023.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.