UMB Bank’s OceanFirst Financial OCFC Stock Holding History

UMB Bank’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
2024 Q4	–	Sell	-9,550	Closed	-$178K	–	2150
2024 Q3	$178K	Hold	9,550	–	–	﹤0.01%	597
2024 Q2	$152K	Hold	9,550	–	–	﹤0.01%	609
2024 Q1	$157K	Hold	9,550	–	–	﹤0.01%	615
2023 Q4	$166K	Hold	9,550	–	–	﹤0.01%	622
2023 Q3	$138K	Hold	9,550	–	–	﹤0.01%	636
2023 Q2	$149K	Hold	9,550	–	–	﹤0.01%	626
2023 Q1	$176K	Hold	9,550	–	–	﹤0.01%	591
2022 Q4	$203K	Hold	9,550	–	–	﹤0.01%	582
2022 Q3	$178K	Hold	9,550	–	–	﹤0.01%	623
2022 Q2	$183K	Hold	9,550	–	–	﹤0.01%	641
2022 Q1	$192K	Hold	9,550	–	–	﹤0.01%	658
2021 Q4	$212K	Buy	+9,550	New	+$208K	﹤0.01%	649

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UMB Bank's OCFC Position: Q4 2024 in Review

UMB Bank sold out of OceanFirst Financial (OCFC) in Q4 2024, closing a stake of 9,550 shares — an estimated $178K sold.

UMB Bank first reported a position in OCFC in Q4 2021 and held it in 12 quarters. The position peaked at $212K in Q4 2021. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

UMB Bank reported no remaining OceanFirst Financial position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 9,550 OceanFirst Financial shares in Q4 2024, an estimated $178K.
UMB Bank first reported a position in OceanFirst Financial in Q4 2021 and held it in 12 quarters.
UMB Bank's OceanFirst Financial position peaked at $212K in Q4 2021.
197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.