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Sunbelt Securities’s OceanFirst Financial OCFC Stock Holding History

Sunbelt Securities’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 		$2.25K Sell
125
-7
-5% -$129 ﹤0.01% 1902
2025
Q4 		$2.37K Buy
132
+7
+6% +$131 ﹤0.01% 1841
2025
Q3 		$2.2K Buy
+125
New +$2.23K ﹤0.01% 1842

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
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

Sunbelt Securities's OCFC Position: Q1 2026 in Review

Sunbelt Securities reduced its OceanFirst Financial (OCFC) stake by 5.3% in Q1 2026, selling an estimated $129 and leaving 125 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Sunbelt Securities first reported a position in OCFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.37K in Q4 2025. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Sunbelt Securities held 125 shares of OceanFirst Financial worth $2.25K as of Q1 2026.
  • Sunbelt Securities sold 7 OceanFirst Financial shares in Q1 2026, an estimated $129.
  • OceanFirst Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1902 holding.
  • Sunbelt Securities first reported a position in OceanFirst Financial in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's OceanFirst Financial position peaked at $2.37K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.