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Stephens Consulting’s OceanFirst Financial OCFC Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$341 – 1728
2025
Q1 		$341 Buy
+20
New +$356 ﹤0.01% 1386

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
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State Street
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stephens Consulting's OCFC Position: Q2 2025 in Review

Stephens Consulting sold out of OceanFirst Financial (OCFC) in Q2 2025, closing a stake of 20 shares — an estimated $341 sold.

Stephens Consulting first reported a position in OCFC in Q1 2025 and held it in 1 quarter. The position peaked at $341 in Q1 2025. 193 funds tracked by Wall St. Rank hold OCFC as of Q2 2025.

  • Stephens Consulting reported no remaining OceanFirst Financial position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 OceanFirst Financial shares in Q2 2025, an estimated $341.
  • Stephens Consulting first reported a position in OceanFirst Financial in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's OceanFirst Financial position peaked at $341 in Q1 2025.
  • 193 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.