Root Financial Partners
OCFC icon

Root Financial Partners’s OceanFirst Financial OCFC Stock Holding History

Root Financial Partners’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
Q3 		$3.04K Buy
+184
New +$3.48K ﹤0.01% 2439
2026
Q2 		– Sell
-188
Closed -$3.39K – 2271
2026
Q1 		$3.39K Buy
+188
New +$3.46K ﹤0.01% 2100

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Root Financial Partners's OCFC Position: Q3 2026 in Review

Root Financial Partners opened a new position in OceanFirst Financial (OCFC) in Q3 2026: 184 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #2439 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OCFC as recently as Q1 2026.

Root Financial Partners first reported a position in OCFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.39K in Q1 2026. 174 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • Root Financial Partners held 184 shares of OceanFirst Financial worth $3.04K as of Q3 2026.
  • OceanFirst Financial was a new Root Financial Partners position in Q3 2026.
  • OceanFirst Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2439 holding.
  • Root Financial Partners first reported a position in OceanFirst Financial in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's OceanFirst Financial position peaked at $3.39K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.