Simplex Trading’s OceanFirst Financial OCFC Stock Holding History

Simplex Trading’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	$757	Sell	42 -3,366	-99%	-$62K	﹤0.01%	8660
2025 Q4	$61.2K	Buy	+3,408	New	+$63.7K	﹤0.01%	5478
2025 Q2	–	Sell	-93	Closed	-$1.55K	–	9421
2025 Q1	$1K	Buy	+93	New	+$1.66K	﹤0.01%	8266
2022 Q3	–	Sell	-722	Closed	-$13K	–	10595
2022 Q2	$13K	Sell	722 -42	-5%	-$805	﹤0.01%	8058
2022 Q1	$15K	Buy	+764	New	+$17K	﹤0.01%	8537
2021 Q4	–	Sell	-323	Closed	-$7.04K	–	11129
2021 Q3	$6K	Hold	323	–	–	﹤0.01%	9211
2021 Q2	$6K	Sell	323 -747	-70%	-$16.7K	﹤0.01%	9386
2021 Q1	$25K	Buy	1,070 +925	+638%	+$19.9K	﹤0.01%	7272
2020 Q4	$2K	Buy	+145	New	+$2.37K	﹤0.01%	7990
2020 Q3	–	Sell	-685	Closed	-$10.8K	–	8272
2020 Q2	$12K	Buy	+685	New	+$11K	﹤0.01%	6546

Other funds holding OCFC

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

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

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Simplex Trading's OCFC Position: Q1 2026 in Review

Simplex Trading reduced its OceanFirst Financial (OCFC) stake by 99% in Q1 2026, selling an estimated $62K and leaving 42 shares worth $757. The position accounts for ﹤0.01% of the portfolio, ranked #8660.

Simplex Trading first reported a position in OCFC in Q2 2020 and has held it in 10 quarters since. The position peaked at $61.2K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Simplex Trading held 42 shares of OceanFirst Financial worth $757 as of Q1 2026.
Simplex Trading sold 3,366 OceanFirst Financial shares in Q1 2026, an estimated $62K.
OceanFirst Financial made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8660 holding.
Simplex Trading first reported a position in OceanFirst Financial in Q2 2020 and has held it in 10 quarters since.
Simplex Trading's OceanFirst Financial position peaked at $61.2K in Q4 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.