Smallwood Wealth Investment Management’s OceanFirst Financial OCFC Stock Holding History

Smallwood Wealth Investment Management’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 Q2	$722	Hold	37	–	–	﹤0.01%	447
2026 Q1	$667	Hold	37	–	–	﹤0.01%	452
2025 Q4	$664	Hold	37	–	–	﹤0.01%	442
2025 Q3	$650	Hold	37	–	–	﹤0.01%	448
2025 Q2	$651	Hold	37	–	–	﹤0.01%	486
2025 Q1	$629	Buy	+37	New	+$659	﹤0.01%	433

Other funds holding OCFC

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Smallwood Wealth Investment Management's OCFC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its OceanFirst Financial (OCFC) position steady in Q2 2026 at 37 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Smallwood Wealth Investment Management first reported a position in OCFC in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Smallwood Wealth Investment Management held 37 shares of OceanFirst Financial worth $722 as of Q2 2026.
Smallwood Wealth Investment Management left its OceanFirst Financial share count unchanged in Q2 2026.
OceanFirst Financial made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #447 holding.
Smallwood Wealth Investment Management first reported a position in OceanFirst Financial in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.