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Venturi Wealth Management’s OceanFirst Financial OCFC Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-3,600
Closed -$65.2K – 1425
2024
Q4 		$65.2K Buy
+3,600
New +$68.7K ﹤0.01% 945

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Venturi Wealth Management's OCFC Position: Q1 2025 in Review

Venturi Wealth Management sold out of OceanFirst Financial (OCFC) in Q1 2025, closing a stake of 3,600 shares — an estimated $65.2K sold.

Venturi Wealth Management first reported a position in OCFC in Q4 2024 and held it in 1 quarter. The position peaked at $65.2K in Q4 2024. 205 funds tracked by Wall St. Rank hold OCFC as of Q1 2025.

  • Venturi Wealth Management reported no remaining OceanFirst Financial position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,600 OceanFirst Financial shares in Q1 2025, an estimated $65.2K.
  • Venturi Wealth Management first reported a position in OceanFirst Financial in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's OceanFirst Financial position peaked at $65.2K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.