UBS Group
OCFC icon

UBS Group’s OceanFirst Financial OCFC Stock Holding History

UBS Group’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
Q1 		$2.3M Sell
127,409
-37,993
-23% -$700K ﹤0.01% 4850
2025
Q4 		$2.97M Buy
165,402
+66,185
+67% +$1.24M ﹤0.01% 4577
2025
Q3 		$1.74M Sell
99,217
-59,072
-37% -$1.06M ﹤0.01% 5085
2025
Q2 		$2.79M Sell
158,289
-39,862
-20% -$665K ﹤0.01% 4465
2025
Q1 		$3.37M Buy
198,151
+65,064
+49% +$1.16M ﹤0.01% 4203
2024
Q4 		$2.41M Buy
133,087
+75,819
+132% +$1.45M ﹤0.01% 4552
2024
Q3 		$1.06M Sell
57,268
-37,362
-39% -$642K ﹤0.01% 4591
2024
Q2 		$1.5M Sell
94,630
-32,549
-26% -$492K ﹤0.01% 4042
2024
Q1 		$2.09M Buy
127,179
+1,073
+0.9% +$17.3K ﹤0.01% 3915
2023
Q4 		$2.19M Buy
126,106
+20,332
+19% +$296K ﹤0.01% 3722
2023
Q3 		$1.53M Buy
105,774
+94,534
+841% +$1.59M ﹤0.01% 3705
2023
Q2 		$176K Sell
11,240
-5,634
-33% -$87.9K ﹤0.01% 5576
2023
Q1 		$312K Sell
16,874
-17,375
-51% -$385K ﹤0.01% 5051
2022
Q4 		$728K Buy
34,249
+12,014
+54% +$262K ﹤0.01% 4361
2022
Q3 		$414K Sell
22,235
-13,528
-38% -$270K ﹤0.01% 4510
2022
Q2 		$683K Sell
35,763
-8,734
-20% -$167K ﹤0.01% 4031
2022
Q1 		$895K Sell
44,497
-9,194
-17% -$205K ﹤0.01% 4212
2021
Q4 		$1.19M Buy
53,691
+28,441
+113% +$620K ﹤0.01% 4228
2021
Q3 		$540K Sell
25,250
-45,012
-64% -$922K ﹤0.01% 4683
2021
Q2 		$1.47M Buy
70,262
+22,783
+48% +$510K ﹤0.01% 3850
2021
Q1 		$1.14M Buy
47,479
+8,992
+23% +$193K ﹤0.01% 4121
2020
Q4 		$717K Buy
38,487
+5,193
+16% +$85K ﹤0.01% 4291
2020
Q3 		$456K Sell
33,294
-4,096
-11% -$64.3K ﹤0.01% 4270
2020
Q2 		$659K Buy
37,390
+557
+2% +$8.92K ﹤0.01% 3909
2020
Q1 		$586K Sell
36,833
-108,266
-75% -$2.29M ﹤0.01% 3814
2019
Q4 		$3.71M Buy
145,099
+1,092
+0.8% +$26.3K ﹤0.01% 2893
2019
Q3 		$3.4M Buy
144,007
+101,743
+241% +$2.37M ﹤0.01% 2757
2019
Q2 		$1.05M Buy
42,264
+37,977
+886% +$934K ﹤0.01% 3724
2019
Q1 		$103K Sell
4,287
-11,735
-73% -$285K ﹤0.01% 5048
2018
Q4 		$361K Buy
16,022
+1,003
+7% +$25.1K ﹤0.01% 4501
2018
Q3 		$409K Buy
15,019
+6,293
+72% +$184K ﹤0.01% 4554
2018
Q2 		$261K Buy
8,726
+5,013
+135% +$142K ﹤0.01% 4766
2018
Q1 		$99K Buy
3,713
+380
+11% +$10.2K ﹤0.01% 5227
2017
Q4 		$87K Sell
3,333
-19
-0.6% -$518 ﹤0.01% 5461
2017
Q3 		$92K Buy
3,352
+1,776
+113% +$46.3K ﹤0.01% 5369
2017
Q2 		$43K Sell
1,576
-512
-25% -$14K ﹤0.01% 5765
2017
Q1 		$59K Sell
2,088
-4,879
-70% -$142K ﹤0.01% 5402
2016
Q4 		$209K Buy
6,967
+5,629
+421% +$131K ﹤0.01% 4761
2016
Q3 		$25K Buy
1,338
+151
+13% +$2.88K ﹤0.01% 6101
2016
Q2 		$22K Sell
1,187
-310
-21% -$5.64K ﹤0.01% 6221
2016
Q1 		$26K Buy
+1,497
New +$26.3K ﹤0.01% 6010
2015
Q4 		– Sell
-1,297
Closed -$22K – 8504
2015
Q3 		$22K Buy
1,297
+997
+332% +$17.9K ﹤0.01% 6611
2015
Q2 		$6K Sell
300
-772
-72% -$13.4K ﹤0.01% 7791
2015
Q1 		$19K Sell
1,072
-62
-5% -$1.04K ﹤0.01% 7039
2014
Q4 		$19K Buy
+1,134
New +$18.7K ﹤0.01% 7743

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

UBS Group's OCFC Position: Q1 2026 in Review

UBS Group reduced its OceanFirst Financial (OCFC) stake by 23% in Q1 2026, selling an estimated $700K and leaving 127,409 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4850.

UBS Group first reported a position in OCFC in Q4 2014 and has held it in 45 quarters since. The position peaked at $3.71M in Q4 2019. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • UBS Group held 127,409 shares of OceanFirst Financial worth $2.3M as of Q1 2026.
  • UBS Group sold 37,993 OceanFirst Financial shares in Q1 2026, an estimated $700K.
  • OceanFirst Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4850 holding.
  • UBS Group first reported a position in OceanFirst Financial in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's OceanFirst Financial position peaked at $3.71M in Q4 2019.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.