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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
Q2 		– Sell
-188
Closed -$3.39K – 2271
2026
Q1 		$3.39K Buy
+188
New +$3.46K ﹤0.01% 2100

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's OCFC Position: Q2 2026 in Review

Root Financial Partners sold out of OceanFirst Financial (OCFC) in Q2 2026, closing a stake of 188 shares — an estimated $3.39K sold.

Root Financial Partners first reported a position in OCFC in Q1 2026 and held it in 1 quarter. The position peaked at $3.39K in Q1 2026. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Root Financial Partners reported no remaining OceanFirst Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 188 OceanFirst Financial shares in Q2 2026, an estimated $3.39K.
  • Root Financial Partners first reported a position in OceanFirst Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's OceanFirst Financial position peaked at $3.39K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.