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 Q1	$3.39K	Buy	+188	New	+$3.46K	﹤0.01%	2100

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Root Financial Partners's OCFC Position: Q1 2026 in Review

Root Financial Partners opened a new position in OceanFirst Financial (OCFC) in Q1 2026: 188 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings.

206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Root Financial Partners held 188 shares of OceanFirst Financial worth $3.39K as of Q1 2026.
OceanFirst Financial was a new Root Financial Partners position in Q1 2026.
OceanFirst Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2100 holding.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.