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Royce & Associates’s OceanFirst Financial OCFC Stock Holding History

Royce & Associates’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 		$12.2M Buy
622,226
+137,696
+28% +$2.57M 0.1% 330
2026
Q1 		$8.74M Sell
484,530
-882,118
-65% -$16.2M 0.09% 369
2025
Q4 		$24.5M Sell
1,366,648
-296,005
-18% -$5.53M 0.25% 115
2025
Q3 		$29.2M Buy
1,662,653
+191,383
+13% +$3.42M 0.29% 94
2025
Q2 		$25.9M Buy
1,471,270
+445,171
+43% +$7.42M 0.27% 113
2025
Q1 		$17.5M Buy
1,026,099
+262,259
+34% +$4.67M 0.19% 156
2024
Q4 		$13.8M Buy
763,840
+30,399
+4% +$580K 0.13% 232
2024
Q3 		$13.6M Buy
733,441
+223,203
+44% +$3.83M 0.12% 235
2024
Q2 		$8.11M Buy
+510,238
New +$7.71M 0.08% 375
2022
Q1 		– Sell
-165,088
Closed -$3.67M – 1002
2021
Q4 		$3.67M Sell
165,088
-206,430
-56% -$4.5M 0.03% 630
2021
Q3 		$7.95M Hold
371,518
– – 0.06% 480
2021
Q2 		$7.74M Sell
371,518
-92,455
-20% -$2.07M 0.05% 499
2021
Q1 		$11.1M Sell
463,973
-172,938
-27% -$3.72M 0.07% 414
2020
Q4 		$11.9M Buy
636,911
+41,346
+7% +$677K 0.1% 324
2020
Q3 		$8.15M Buy
595,565
+76,627
+15% +$1.2M 0.09% 340
2020
Q2 		$9.15M Buy
+518,938
New +$8.31M 0.1% 287
2020
Q1 		– Sell
-20,400
Closed -$521K – 1181
2019
Q4 		$521K Buy
+20,400
New +$491K ﹤0.01% 887
2019
Q3 		– Sell
-29,000
Closed -$721K – 1167
2019
Q2 		$721K Sell
29,000
-34,000
-54% -$836K 0.01% 865
2019
Q1 		$1.52M Hold
63,000
– – 0.01% 801
2018
Q4 		$1.42M Hold
63,000
– – 0.01% 807
2018
Q3 		$1.72M Buy
63,000
+13,000
+26% +$380K 0.01% 855
2018
Q2 		$1.5M Hold
50,000
– – 0.01% 890
2018
Q1 		$1.34M Hold
50,000
– – 0.01% 934
2017
Q4 		$1.31M Hold
50,000
– – 0.01% 925
2017
Q3 		$1.38M Sell
50,000
-36,000
-42% -$938K 0.01% 895
2017
Q2 		$2.33M Hold
86,000
– – 0.02% 807
2017
Q1 		$2.42M Buy
86,000
+20,000
+30% +$582K 0.02% 806
2016
Q4 		$1.98M Buy
+66,000
New +$1.54M 0.01% 827

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

Royce & Associates's OCFC Position: Q2 2026 in Review

Royce & Associates increased its OceanFirst Financial (OCFC) stake by 28% in Q2 2026, buying an estimated $2.57M and bringing the position to 622,226 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #330.

Royce & Associates first reported a position in OCFC in Q4 2016 and has held it in 28 quarters since. The position peaked at $29.2M in Q3 2025. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Royce & Associates held 622,226 shares of OceanFirst Financial worth $12.2M as of Q2 2026.
  • Royce & Associates bought 137,696 OceanFirst Financial shares in Q2 2026, an estimated $2.57M.
  • OceanFirst Financial made up 0.1% of Royce & Associates's portfolio in Q2 2026, its #330 holding.
  • Royce & Associates first reported a position in OceanFirst Financial in Q4 2016 and has held it in 28 quarters since.
  • Royce & Associates's OceanFirst Financial position peaked at $29.2M in Q3 2025.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.