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	–	Sell	-10,100	Closed	-$181K	–	9839
2025 Q4	$181K	Buy	+10,100	New	+$189K	﹤0.01%	4327
2025 Q2	–	Sell	-400	Closed	-$6K	–	9422
2025 Q1	$6K	Buy	+400	New	+$7.12K	﹤0.01%	7470
2024 Q3	–	Sell	-2,900	Closed	-$46K	–	9244
2024 Q2	$46K	Buy	+2,900	New	+$43.8K	﹤0.01%	6178
2023 Q3	–	Sell	-1,700	Closed	-$26K	–	9482
2023 Q2	$26K	Buy	1,700 +1,400	+467%	+$21.8K	﹤0.01%	6507
2023 Q1	$5K	Buy	+300	New	+$6.65K	﹤0.01%	8060
2022 Q3	–	Sell	-2,500	Closed	-$47K	–	10596
2022 Q2	$47K	Sell	2,500 -1,000	-29%	-$19.2K	﹤0.01%	6587
2022 Q1	$70K	Buy	+3,500	New	+$78K	﹤0.01%	6657
2021 Q4	–	Sell	-10,000	Closed	-$209K	–	11130
2021 Q3	$209K	Hold	10,000	–	–	﹤0.01%	5525
2021 Q2	$208K	Buy	10,000 +9,865	+7,307%	+$221K	﹤0.01%	5616
2021 Q1	$323K	Buy	135 +114	+543%	+$2.45K	﹤0.01%	4053
2020 Q4	$39K	Buy	+21	New	+$344	﹤0.01%	6432
2020 Q3	–	Sell	-16	Closed	-$28K	–	8273
2020 Q2	$28K	Buy	+16	New	+$256	﹤0.01%	5968
2019 Q4	–	Sell	-34	Closed	-$80K	–	7768
2019 Q3	$80K	Buy	+34	New	+$791	﹤0.01%	4553

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.