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Valley National Advisers’s OceanFirst Financial OCFC Stock Holding History

Valley National Advisers’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 		$8.3K Buy
+425
New +$7.92K ﹤0.01% 659

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley National Advisers's OCFC Position: Q2 2026 in Review

Valley National Advisers opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 425 shares worth $8.3K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings.

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

  • Valley National Advisers held 425 shares of OceanFirst Financial worth $8.3K as of Q2 2026.
  • OceanFirst Financial was a new Valley National Advisers position in Q2 2026.
  • OceanFirst Financial made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #659 holding.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.