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 Q3	$397	Hold	24	–	–	﹤0.01%	795
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Trust Company's OCFC Position: Q3 2026 in Review

Trust Company held its OceanFirst Financial (OCFC) position steady in Q3 2026 at 24 shares worth $397. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Trust Company first reported a position in OCFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $469 in Q2 2026. 93 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

Trust Company held 24 shares of OceanFirst Financial worth $397 as of Q3 2026.
Trust Company left its OceanFirst Financial share count unchanged in Q3 2026.
OceanFirst Financial made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #795 holding.
Trust Company first reported a position in OceanFirst Financial in Q4 2025 and has held it in 4 quarters since.
Trust Company's OceanFirst Financial position peaked at $469 in Q2 2026.
93 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.