Rockefeller Capital Management
OCFC icon

Rockefeller Capital Management’s OceanFirst Financial OCFC Stock Holding History

Rockefeller Capital 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 		$2.4K Buy
+123
New +$2.29K ﹤0.01% 4387
2026
Q1 		– Sell
-553
Closed -$9.93K – 4831
2025
Q4 		$9.93K Buy
+553
New +$10.3K ﹤0.01% 3801
2022
Q4 		– Sell
-29
Closed – – 4102
2022
Q3 		$0 Buy
+29
New +$580 ﹤0.01% 4234

Other funds holding OCFC

BlackRock
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

Rockefeller Capital Management's OCFC Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 123 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #4387 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in OCFC as recently as Q4 2025.

Rockefeller Capital Management first reported a position in OCFC in Q3 2022 and has held it in 3 quarters since. The position peaked at $9.93K in Q4 2025. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Rockefeller Capital Management held 123 shares of OceanFirst Financial worth $2.4K as of Q2 2026.
  • OceanFirst Financial was a new Rockefeller Capital Management position in Q2 2026.
  • OceanFirst Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4387 holding.
  • Rockefeller Capital Management first reported a position in OceanFirst Financial in Q3 2022 and has held it in 3 quarters since.
  • Rockefeller Capital Management's OceanFirst Financial position peaked at $9.93K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.