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Systematic Financial Management’s OceanFirst Financial OCFC Stock Holding History

Systematic Financial 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 		$25M Buy
1,383,588
+181,557
+15% +$3.34M 0.57% 68
2025
Q4 		$21.6M Buy
1,202,031
+95,061
+9% +$1.78M 0.51% 79
2025
Q3 		$19.4M Buy
1,106,970
+123,199
+13% +$2.2M 0.47% 86
2025
Q2 		$17.3M Buy
983,771
+11,777
+1% +$196K 0.46% 91
2025
Q1 		$16.5M Buy
971,994
+7,348
+0.8% +$131K 0.47% 91
2024
Q4 		$17.5M Buy
964,646
+47,561
+5% +$908K 0.44% 98
2024
Q3 		$17M Buy
917,085
+89,099
+11% +$1.53M 0.43% 98
2024
Q2 		$13.2M Sell
827,986
-27,811
-3% -$420K 0.4% 102
2024
Q1 		$14M Buy
855,797
+132,100
+18% +$2.13M 0.39% 106
2023
Q4 		$12.6M Buy
723,697
+23,835
+3% +$348K 0.37% 115
2023
Q3 		$10.1M Sell
699,862
-3,946
-0.6% -$66.4K 0.33% 117
2023
Q2 		$11M Buy
703,808
+4,290
+0.6% +$66.9K 0.35% 116
2023
Q1 		$12.9M Sell
699,518
-115,436
-14% -$2.56M 0.42% 110
2022
Q4 		$17.3M Sell
814,954
-24,440
-3% -$534K 0.57% 86
2022
Q3 		$15.6M Buy
839,394
+5,743
+0.7% +$115K 0.57% 76
2022
Q2 		$15.9M Buy
833,651
+6,898
+0.8% +$132K 0.55% 87
2022
Q1 		$16.6M Buy
826,753
+11,277
+1% +$251K 0.52% 90
2021
Q4 		$18.1M Buy
815,476
+19,397
+2% +$423K 0.54% 90
2021
Q3 		$17M Buy
796,079
+111,921
+16% +$2.29M 0.53% 91
2021
Q2 		$14.3M Buy
684,158
+235,061
+52% +$5.26M 0.43% 109
2021
Q1 		$10.8M Buy
449,097
+24,234
+6% +$521K 0.39% 114
2020
Q4 		$7.92M Buy
424,863
+13,784
+3% +$226K 0.35% 122
2020
Q3 		$5.63M Buy
411,079
+17,803
+5% +$280K 0.31% 130
2020
Q2 		$6.93M Buy
393,276
+44,724
+13% +$716K 0.36% 116
2020
Q1 		$5.54M Buy
348,552
+327,692
+1,571% +$6.92M 0.34% 121
2019
Q4 		$533K Buy
+20,860
New +$502K 0.02% 402

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Systematic Financial Management's OCFC Position: Q1 2026 in Review

Systematic Financial Management increased its OceanFirst Financial (OCFC) stake by 15% in Q1 2026, buying an estimated $3.34M and bringing the position to 1,383,588 shares worth $25M. The position accounts for 0.57% of the portfolio, ranked #68.

Systematic Financial Management first reported a position in OCFC in Q4 2019 and has held it in 26 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Systematic Financial Management held 1,383,588 shares of OceanFirst Financial worth $25M as of Q1 2026.
  • Systematic Financial Management bought 181,557 OceanFirst Financial shares in Q1 2026, an estimated $3.34M.
  • OceanFirst Financial made up 0.57% of Systematic Financial Management's portfolio in Q1 2026, its #68 holding.
  • Systematic Financial Management first reported a position in OceanFirst Financial in Q4 2019 and has held it in 26 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.