Ray Dalio
OCFC icon

Ray Dalio’s OceanFirst Financial OCFC Stock Holding History

Ray Dalio’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 		– Sell
-94,255
Closed -$1.69M – 1162
2025
Q4 		$1.69M Sell
94,255
-28,234
-23% -$528K 0.01% 800
2025
Q3 		$2.15M Buy
122,489
+12,578
+11% +$225K 0.01% 711
2025
Q2 		$1.94M Buy
+109,911
New +$1.83M 0.01% 423

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

Ray Dalio's OCFC Position: Q1 2026 in Review

Ray Dalio sold out of OceanFirst Financial (OCFC) in Q1 2026, closing a stake of 94,255 shares — an estimated $1.69M sold.

Ray Dalio first reported a position in OCFC in Q2 2025 and held it in 3 quarters. The position peaked at $2.15M in Q3 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Ray Dalio reported no remaining OceanFirst Financial position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 94,255 OceanFirst Financial shares in Q1 2026, an estimated $1.69M.
  • Ray Dalio first reported a position in OceanFirst Financial in Q2 2025 and held it in 3 quarters.
  • Ray Dalio's OceanFirst Financial position peaked at $2.15M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.