UBS AM’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.78M | Sell |
91,077
-12,327
| -12% | -$230K | ﹤0.01% | 2102 |
|
|
2026
Q1 | $1.87M | Buy |
103,404
+598
| +0.6% | +$11K | ﹤0.01% | 2071 |
|
|
2025
Q4 | $1.85M | Sell |
102,806
-4,972
| -5% | -$92.9K | ﹤0.01% | 1910 |
|
|
2025
Q3 | $1.89M | Sell |
107,778
-91,331
| -46% | -$1.63M | ﹤0.01% | 1778 |
|
|
2025
Q2 | $3.51M | Buy |
199,109
+56,987
| +40% | +$950K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $2.42M | Buy |
142,122
+11,262
| +9% | +$200K | ﹤0.01% | 1896 |
|
|
2024
Q4 | $2.37M | Buy |
130,860
+17,513
| +15% | +$334K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $2.11M | Sell |
113,347
-10,769
| -9% | -$185K | ﹤0.01% | 2010 |
|
|
2024
Q2 | $1.97M | Buy |
124,116
+46,627
| +60% | +$705K | ﹤0.01% | 2009 |
|
|
2024
Q1 | $1.27M | Hold |
77,489
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q4 | $1.35M | Hold |
77,489
| – | – | ﹤0.01% | 1877 |
|
|
2023
Q3 | $1.12M | Hold |
77,489
| – | – | ﹤0.01% | 1899 |
|
|
2023
Q2 | $1.43M | Hold |
77,489
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q1 | $1.43M | Buy |
77,489
+4,461
| +6% | +$98.8K | ﹤0.01% | 1835 |
|
|
2022
Q4 | $1.55M | Buy |
73,028
+3,770
| +5% | +$82.3K | ﹤0.01% | 1653 |
|
|
2022
Q3 | $1.29M | Buy |
69,258
+22,363
| +48% | +$447K | ﹤0.01% | 1816 |
|
|
2022
Q2 | $897K | Sell |
46,895
-2,186
| -4% | -$41.9K | ﹤0.01% | 2028 |
|
|
2022
Q1 | $987K | Hold |
49,081
| – | – | ﹤0.01% | 2153 |
|
|
2021
Q4 | $1.09M | Sell |
49,081
-1,017
| -2% | -$22.2K | ﹤0.01% | 2168 |
|
|
2021
Q3 | $1.07M | Buy |
50,098
+682
| +1% | +$14K | ﹤0.01% | 2130 |
|
|
2021
Q2 | $1.03M | Sell |
49,416
-2,493
| -5% | -$55.8K | ﹤0.01% | 2204 |
|
|
2021
Q1 | $1.24M | Buy |
51,909
+1,542
| +3% | +$33.2K | ﹤0.01% | 1982 |
|
|
2020
Q4 | $938K | Hold |
50,367
| – | – | ﹤0.01% | 2025 |
|
|
2020
Q3 | $690K | Sell |
50,367
-749
| -1% | -$11.8K | ﹤0.01% | 1993 |
|
|
2020
Q2 | $901K | Buy |
51,116
+864
| +2% | +$13.8K | ﹤0.01% | 1855 |
|
|
2020
Q1 | $800K | Buy |
50,252
+6,950
| +16% | +$147K | ﹤0.01% | 1781 |
|
|
2019
Q4 | $1.11M | Buy |
43,302
+187
| +0.4% | +$4.5K | ﹤0.01% | 1865 |
|
|
2019
Q3 | $1.02M | Buy |
43,115
+9,097
| +27% | +$212K | ﹤0.01% | 1942 |
|
|
2019
Q2 | $845K | Buy |
34,018
+1,880
| +6% | +$46.2K | ﹤0.01% | 1969 |
|
|
2019
Q1 | $773K | Buy |
32,138
+4,067
| +14% | +$98.8K | ﹤0.01% | 1919 |
|
|
2018
Q4 | $632K | Hold |
28,071
| – | – | ﹤0.01% | 1901 |
|
|
2018
Q3 | $764K | Buy |
28,071
+8,300
| +42% | +$242K | ﹤0.01% | 1912 |
|
|
2018
Q2 | $592K | Buy |
19,771
+1,278
| +7% | +$36.1K | ﹤0.01% | 2026 |
|
|
2018
Q1 | $495K | Buy |
18,493
+10,393
| +128% | +$280K | ﹤0.01% | 2038 |
|
|
2017
Q4 | $213K | Hold |
8,100
| – | – | ﹤0.01% | 2284 |
|
|
2017
Q3 | $223K | Hold |
8,100
| – | – | ﹤0.01% | 2205 |
|
|
2017
Q2 | $220K | Hold |
8,100
| – | – | ﹤0.01% | 2176 |
|
|
2017
Q1 | $228K | Buy |
+8,100
| New | +$236K | ﹤0.01% | 2127 |
|
Other funds holding OCFC
WP
UBS AM's OCFC Position: Q2 2026 in Review
UBS AM reduced its OceanFirst Financial (OCFC) stake by 12% in Q2 2026, selling an estimated $230K and leaving 91,077 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2102.
UBS AM first reported a position in OCFC in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.51M in Q2 2025. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.
- UBS AM held 91,077 shares of OceanFirst Financial worth $1.78M as of Q2 2026.
- UBS AM sold 12,327 OceanFirst Financial shares in Q2 2026, an estimated $230K.
- OceanFirst Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2102 holding.
- UBS AM first reported a position in OceanFirst Financial in Q1 2017 and has held it in 38 quarters since.
- UBS AM's OceanFirst Financial position peaked at $3.51M in Q2 2025.
- 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.