True Wealth Design’s OceanFirst Financial OCFC Stock Holding History

True Wealth Design’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	$3.77K	Buy	193 +183	+1,830%	+$3.41K	﹤0.01%	1444
2026 Q1	$181	Sell	10 -5	-33%	-$92	﹤0.01%	2351
2025 Q4	$270	Buy	15 +5	+50%	+$93	﹤0.01%	2151
2025 Q3	$176	Buy	+10	New	+$179	﹤0.01%	2329
2025 Q2	–	Sell	-246	Closed	-$4.18K	–	2750
2025 Q1	$4.18K	Sell	246 -137	-36%	-$2.44K	﹤0.01%	743
2024 Q4	$6.93K	Hold	383	–	–	﹤0.01%	477
2024 Q3	$7.12K	Buy	+383	New	+$6.58K	﹤0.01%	489

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 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

True Wealth Design's OCFC Position: Q2 2026 in Review

True Wealth Design increased its OceanFirst Financial (OCFC) stake by 1,830% in Q2 2026, buying an estimated $3.41K and bringing the position to 193 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

True Wealth Design first reported a position in OCFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.12K in Q3 2024. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

True Wealth Design held 193 shares of OceanFirst Financial worth $3.77K as of Q2 2026.
True Wealth Design bought 183 OceanFirst Financial shares in Q2 2026, an estimated $3.41K.
OceanFirst Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1444 holding.
True Wealth Design first reported a position in OceanFirst Financial in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's OceanFirst Financial position peaked at $7.12K in Q3 2024.
16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.