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Rothschild Investment LLC’s OceanFirst Financial OCFC Stock Holding History

Rothschild Investment LLC’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 		$4.73K Buy
242
+217
+868% +$4.05K ﹤0.01% 2303
2026
Q1 		$451 Sell
25
-17
-40% -$313 ﹤0.01% 3160
2025
Q4 		$754 Buy
42
+12
+40% +$224 ﹤0.01% 2777
2025
Q3 		$527 Sell
30
-105
-78% -$1.88K ﹤0.01% 2811
2025
Q2 		$2.38K Buy
135
+5
+4% +$83 ﹤0.01% 1954
2025
Q1 		$2.21K Buy
130
+55
+73% +$979 ﹤0.01% 1833
2024
Q4 		$1.36K Buy
75
+15
+25% +$286 ﹤0.01% 2036
2024
Q3 		$1.11K Buy
+60
New +$1.03K ﹤0.01% 2096
2024
Q2 		– Sell
-10
Closed -$164 – 2841
2024
Q1 		$164 Buy
+10
New +$161 ﹤0.01% 1847

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

Rothschild Investment LLC's OCFC Position: Q2 2026 in Review

Rothschild Investment LLC increased its OceanFirst Financial (OCFC) stake by 868% in Q2 2026, buying an estimated $4.05K and bringing the position to 242 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Rothschild Investment LLC first reported a position in OCFC in Q1 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Rothschild Investment LLC held 242 shares of OceanFirst Financial worth $4.73K as of Q2 2026.
  • Rothschild Investment LLC bought 217 OceanFirst Financial shares in Q2 2026, an estimated $4.05K.
  • OceanFirst Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2303 holding.
  • Rothschild Investment LLC first reported a position in OceanFirst Financial in Q1 2024 and has held it in 9 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.