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 Q3	$3.33K	Buy	199 +173	+665%	+$3.28K	﹤0.01%	2871
2026 Q2	$507	Hold	26	–	–	﹤0.01%	3198
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 $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Glendon Capital Management Santa Monica, California $689M AUM 7.56% 1-Year Est. Return

Mirabella Financial Services London, United Kingdom $590M AUM 11.53% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Smartleaf Asset Management's OCFC Position: Q3 2026 in Review

Smartleaf Asset Management increased its OceanFirst Financial (OCFC) stake by 665% in Q3 2026, buying an estimated $3.28K and bringing the position to 199 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Smartleaf Asset Management first reported a position in OCFC in Q3 2024 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

Smartleaf Asset Management held 199 shares of OceanFirst Financial worth $3.33K as of Q3 2026.
Smartleaf Asset Management bought 173 OceanFirst Financial shares in Q3 2026, an estimated $3.28K.
OceanFirst Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2871 holding.
Smartleaf Asset Management first reported a position in OceanFirst Financial in Q3 2024 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.