Smartleaf Asset Management’s OceanFirst Financial OCFC Stock Holding History

Smartleaf Asset 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 Q1	$458	Hold	26	–	–	﹤0.01%	3239
2025 Q4	$475	Hold	26	–	–	﹤0.01%	3274
2025 Q3	$457	Sell	26 -79	-75%	-$1.41K	﹤0.01%	2871
2025 Q2	$1.86K	Buy	105 +79	+304%	+$1.32K	﹤0.01%	2359
2025 Q1	$443	Hold	26	–	–	﹤0.01%	2716
2024 Q4	$463	Hold	26	–	–	﹤0.01%	2797
2024 Q3	$476	Buy	+26	New	+$447	﹤0.01%	2786

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

Smartleaf Asset Management's OCFC Position: Q1 2026 in Review

Smartleaf Asset Management held its OceanFirst Financial (OCFC) position steady in Q1 2026 at 26 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Smartleaf Asset Management first reported a position in OCFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.86K in Q2 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

Smartleaf Asset Management held 26 shares of OceanFirst Financial worth $458 as of Q1 2026.
Smartleaf Asset Management left its OceanFirst Financial share count unchanged in Q1 2026.
OceanFirst Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3239 holding.
Smartleaf Asset Management first reported a position in OceanFirst Financial in Q3 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's OceanFirst Financial position peaked at $1.86K in Q2 2025.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.