Sandy Spring Bank’s OceanFirst Financial OCFC Stock Holding History

Sandy Spring Bank’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
2025 Q1	$15.3K	Hold	900	–	–	﹤0.01%	781
2024 Q4	$16.3K	Hold	900	–	–	﹤0.01%	784
2024 Q3	$16.7K	Hold	900	–	–	﹤0.01%	775
2024 Q2	$14.3K	Hold	900	–	–	﹤0.01%	821
2024 Q1	$14.8K	Hold	900	–	–	﹤0.01%	798
2023 Q4	$15.6K	Hold	900	–	–	﹤0.01%	750
2023 Q3	$13K	Hold	900	–	–	﹤0.01%	773
2023 Q2	$14.1K	Hold	900	–	–	﹤0.01%	774
2023 Q1	$16.6K	Hold	900	–	–	﹤0.01%	732
2022 Q4	$19.1K	Hold	900	–	–	﹤0.01%	704
2022 Q3	$17K	Hold	900	–	–	﹤0.01%	707
2022 Q2	$17K	Buy	+900	New	+$17.3K	﹤0.01%	728

Other funds holding OCFC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sandy Spring Bank's OCFC Position: Q1 2025 in Review

Sandy Spring Bank held its OceanFirst Financial (OCFC) position steady in Q1 2025 at 900 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Sandy Spring Bank first reported a position in OCFC in Q2 2022 and has held it in 12 quarters since. The position peaked at $19.1K in Q4 2022. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

Sandy Spring Bank held 900 shares of OceanFirst Financial worth $15.3K as of Q1 2025.
Sandy Spring Bank left its OceanFirst Financial share count unchanged in Q1 2025.
OceanFirst Financial made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #781 holding.
Sandy Spring Bank first reported a position in OceanFirst Financial in Q2 2022 and has held it in 12 quarters since.
Sandy Spring Bank's OceanFirst Financial position peaked at $19.1K in Q4 2022.
205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.