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SBI Securities’s OceanFirst Financial OCFC Stock Holding History

SBI Securities’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 		$18 Hold
1
– – ﹤0.01% 3783
2025
Q4 		$18 Sell
1
-2
-67% -$37 ﹤0.01% 3792
2025
Q3 		$53 Sell
3
-1
-25% -$18 ﹤0.01% 3697
2025
Q2 		$70 Buy
4
+2
+100% +$33 ﹤0.01% 3639
2025
Q1 		$34 Hold
2
– – ﹤0.01% 3746
2024
Q4 		$36 Buy
+2
New +$38 ﹤0.01% 3701

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

SBI Securities's OCFC Position: Q1 2026 in Review

SBI Securities held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #3783.

SBI Securities first reported a position in OCFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $70 in Q2 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • SBI Securities held 1 share of OceanFirst Financial worth $18 as of Q1 2026.
  • SBI Securities left its OceanFirst Financial share count unchanged in Q1 2026.
  • OceanFirst Financial made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3783 holding.
  • SBI Securities first reported a position in OceanFirst Financial in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's OceanFirst Financial position peaked at $70 in Q2 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.