Raymond James Financial
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Raymond James Financial’s OceanFirst Financial OCFC Stock Holding History

Raymond James Financial’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
-15,306
Closed -$275K – 5408
2025
Q4 		$275K Sell
15,306
-19,523
-56% -$365K ﹤0.01% 4638
2025
Q3 		$612K Buy
34,829
+8,233
+31% +$147K ﹤0.01% 3996
2025
Q2 		$468K Buy
+26,596
New +$443K ﹤0.01% 4047

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

Raymond James Financial's OCFC Position: Q1 2026 in Review

Raymond James Financial sold out of OceanFirst Financial (OCFC) in Q1 2026, closing a stake of 15,306 shares — an estimated $275K sold.

Raymond James Financial first reported a position in OCFC in Q2 2025 and held it in 3 quarters. The position peaked at $612K in Q3 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Raymond James Financial reported no remaining OceanFirst Financial position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 15,306 OceanFirst Financial shares in Q1 2026, an estimated $275K.
  • Raymond James Financial first reported a position in OceanFirst Financial in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's OceanFirst Financial position peaked at $612K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.