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Spire Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Spire Wealth 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
2025
Q3 		– Sell
-62
Closed -$1.09K – 2445
2025
Q2 		$1.09K Buy
+62
New +$1.03K ﹤0.01% 2268

Other funds holding OCFC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Spire Wealth Management's OCFC Position: Q3 2025 in Review

Spire Wealth Management sold out of OceanFirst Financial (OCFC) in Q3 2025, closing a stake of 62 shares — an estimated $1.09K sold.

Spire Wealth Management first reported a position in OCFC in Q2 2025 and held it in 1 quarter. The position peaked at $1.09K in Q2 2025. 188 funds tracked by Wall St. Rank hold OCFC as of Q3 2025.

  • Spire Wealth Management reported no remaining OceanFirst Financial position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 62 OceanFirst Financial shares in Q3 2025, an estimated $1.09K.
  • Spire Wealth Management first reported a position in OceanFirst Financial in Q2 2025 and held it in 1 quarter.
  • Spire Wealth Management's OceanFirst Financial position peaked at $1.09K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.