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Trust Company’s OceanFirst Financial OCFC Stock Holding History

Trust Company’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 		$469 Hold
24
– – ﹤0.01% 774
2026
Q1 		$433 Hold
24
– – ﹤0.01% 752
2025
Q4 		$431 Buy
+24
New +$449 ﹤0.01% 734

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
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 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

Trust Company's OCFC Position: Q2 2026 in Review

Trust Company held its OceanFirst Financial (OCFC) position steady in Q2 2026 at 24 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Trust Company first reported a position in OCFC in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Trust Company held 24 shares of OceanFirst Financial worth $469 as of Q2 2026.
  • Trust Company left its OceanFirst Financial share count unchanged in Q2 2026.
  • OceanFirst Financial made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #774 holding.
  • Trust Company first reported a position in OceanFirst Financial in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.