Simplex Trading
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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 		$5.41K Buy
300
+200
+200% +$3.68K ﹤0.01% 7840
2025
Q4 		$1.79K Buy
+100
New +$1.87K ﹤0.01% 7864
2025
Q3 		– Sell
-5,300
Closed -$93K – 9760
2025
Q2 		$93K Buy
+5,300
New +$88.4K ﹤0.01% 5315
2025
Q1 		– Sell
-28,200
Closed -$510K – 9303
2024
Q4 		$510K Hold
28,200
– – ﹤0.01% 3514
2024
Q3 		$524K Buy
28,200
+18,400
+188% +$316K ﹤0.01% 3539
2024
Q2 		$155K Buy
9,800
+2,600
+36% +$39.3K ﹤0.01% 4911
2024
Q1 		$118K Buy
7,200
+6,800
+1,700% +$110K ﹤0.01% 5423
2023
Q4 		$6K Sell
400
-4,600
-92% -$67.1K ﹤0.01% 7774
2023
Q3 		$72K Buy
5,000
+200
+4% +$3.37K ﹤0.01% 5443
2023
Q2 		$74K Buy
+4,800
New +$74.9K ﹤0.01% 5432
2023
Q1 		– Sell
-2,700
Closed -$57K – 9805
2022
Q4 		$57K Buy
+2,700
New +$58.9K ﹤0.01% 5704
2022
Q3 		– Sell
-100
Closed -$1K – 10594
2022
Q2 		$1K Sell
100
-900
-90% -$17.3K ﹤0.01% 9632
2022
Q1 		$20K Sell
1,000
-10,100
-91% -$225K ﹤0.01% 8259
2021
Q4 		$246K Buy
11,100
+10,600
+2,120% +$231K ﹤0.01% 4870
2021
Q3 		$10K Hold
500
– – ﹤0.01% 8927
2021
Q2 		$10K Buy
500
+491
+5,456% +$11K ﹤0.01% 9099
2021
Q1 		$21K Buy
9
+8
+800% +$172 ﹤0.01% 7418
2020
Q4 		$1K Buy
+1
New +$16 ﹤0.01% 8140
2020
Q3 		– Sell
-5
Closed -$8K – 8271
2020
Q2 		$8K Sell
5
-127
-96% -$2.03K ﹤0.01% 6761
2020
Q1 		$210K Buy
132
+57
+76% +$1.2K ﹤0.01% 3532
2019
Q4 		$191K Buy
75
+33
+79% +$794 ﹤0.01% 3814
2019
Q3 		$99K Buy
+42
New +$977 ﹤0.01% 4328

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

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.