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Savant Capital’s OceanFirst Financial OCFC Stock Holding History

Savant Capital’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 		– Sell
-12,179
Closed -$220K – 1316
2024
Q4 		$220K Sell
12,179
-14
-0.1% -$267 ﹤0.01% 1278
2024
Q3 		$227K Buy
+12,193
New +$209K ﹤0.01% 1221
2024
Q2 		– Sell
-10,081
Closed -$165K – 1321
2024
Q1 		$165K Buy
+10,081
New +$163K ﹤0.01% 1054

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Savant Capital's OCFC Position: Q1 2025 in Review

Savant Capital sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 12,179 shares — an estimated $220K sold.

Savant Capital first reported a position in OCFC in Q1 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2024. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

  • Savant Capital reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 12,179 OceanFirst Financial shares in Q1 2025, an estimated $220K.
  • Savant Capital first reported a position in OceanFirst Financial in Q1 2024 and held it in 3 quarters.
  • Savant Capital's OceanFirst Financial position peaked at $227K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.