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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
Q3 		$4.5K Buy
272
+79
+41% +$1.5K ﹤0.01% 1382
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

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
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's OCFC Position: Q3 2026 in Review

True Wealth Design increased its OceanFirst Financial (OCFC) stake by 41% in Q3 2026, buying an estimated $1.5K and bringing the position to 272 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

True Wealth Design first reported a position in OCFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.12K in Q3 2024. 20 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

  • True Wealth Design held 272 shares of OceanFirst Financial worth $4.5K as of Q3 2026.
  • True Wealth Design bought 79 OceanFirst Financial shares in Q3 2026, an estimated $1.5K.
  • OceanFirst Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1382 holding.
  • True Wealth Design first reported a position in OceanFirst Financial in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's OceanFirst Financial position peaked at $7.12K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.