United Financial Planning Group’s OceanFirst Financial OCFC Stock Holding History

United Financial Planning 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 Q2	$18.7K	Buy	+956	New	+$17.8K	0.01%	174

Other funds holding OCFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Warburg Pincus New York $187M AUM 34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Financial Planning Group's OCFC Position: Q2 2026 in Review

United Financial Planning Group opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 956 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings.

230 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

United Financial Planning Group held 956 shares of OceanFirst Financial worth $18.7K as of Q2 2026.
OceanFirst Financial was a new United Financial Planning Group position in Q2 2026.
OceanFirst Financial made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #174 holding.
230 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.