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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
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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Tompkins Financial's OCFC Position: Q2 2026 in Review

Tompkins Financial held its OceanFirst Financial (OCFC) position steady in Q2 2026 at 1,200 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Tompkins Financial first reported a position in OCFC in Q4 2020 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Tompkins Financial held 1,200 shares of OceanFirst Financial worth $23.4K as of Q2 2026.
  • Tompkins Financial left its OceanFirst Financial share count unchanged in Q2 2026.
  • OceanFirst Financial made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #398 holding.
  • Tompkins Financial first reported a position in OceanFirst Financial in Q4 2020 and has held it in 11 quarters since.
  • 16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.