Tompkins Financial
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Tompkins Financial’s OceanFirst Financial OCFC Stock Holding History

Tompkins Financial’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
Q3 		$19.8K Hold
1,200
– – ﹤0.01% 414
2026
Q2 		$23.4K Hold
1,200
– – ﹤0.01% 398
2026
Q1 		$21.6K Hold
1,200
– – ﹤0.01% 387
2025
Q4 		$21.5K Hold
1,200
– – ﹤0.01% 371
2025
Q3 		$21.1K Hold
1,200
– – ﹤0.01% 386
2025
Q2 		$21.1K Hold
1,200
– – ﹤0.01% 385
2025
Q1 		$20.4K Hold
1,200
– – ﹤0.01% 401
2024
Q4 		$21.7K Hold
1,200
– – ﹤0.01% 384
2024
Q3 		$22.3K Hold
1,200
– – ﹤0.01% 406
2024
Q2 		$19.1K Hold
1,200
– – ﹤0.01% 440
2024
Q1 		$19.7K Buy
+1,200
New +$19.4K ﹤0.01% 433
2021
Q1 		– Sell
-27
Closed -$1K – 496
2020
Q4 		$1K Buy
+27
New +$442 ﹤0.01% 482

Other funds holding OCFC

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tompkins Financial's OCFC Position: Q3 2026 in Review

Tompkins Financial held its OceanFirst Financial (OCFC) position steady in Q3 2026 at 1,200 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Tompkins Financial first reported a position in OCFC in Q4 2020 and has held it in 12 quarters since. The position peaked at $23.4K in Q2 2026. 21 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • Tompkins Financial held 1,200 shares of OceanFirst Financial worth $19.8K as of Q3 2026.
  • Tompkins Financial left its OceanFirst Financial share count unchanged in Q3 2026.
  • OceanFirst Financial made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #414 holding.
  • Tompkins Financial first reported a position in OceanFirst Financial in Q4 2020 and has held it in 12 quarters since.
  • Tompkins Financial's OceanFirst Financial position peaked at $23.4K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.