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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
Q2 		$29.6M Buy
1,517,701
+134,113
+10% +$2.5M 0.59% 62
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 $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Systematic Financial Management's OCFC Position: Q2 2026 in Review

Systematic Financial Management increased its OceanFirst Financial (OCFC) stake by 9.7% in Q2 2026, buying an estimated $2.5M and bringing the position to 1,517,701 shares worth $29.6M. The position accounts for 0.59% of the portfolio, ranked #62.

Systematic Financial Management first reported a position in OCFC in Q4 2019 and has held it in 27 quarters since. 230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Systematic Financial Management held 1,517,701 shares of OceanFirst Financial worth $29.6M as of Q2 2026.
  • Systematic Financial Management bought 134,113 OceanFirst Financial shares in Q2 2026, an estimated $2.5M.
  • OceanFirst Financial made up 0.59% of Systematic Financial Management's portfolio in Q2 2026, its #62 holding.
  • Systematic Financial Management first reported a position in OceanFirst Financial in Q4 2019 and has held it in 27 quarters since.
  • 230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.