Wealth Enhancement Advisory Services’s OceanFirst Financial OCFC Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$720K	Buy	43,850 +14,140	+48%	+$268K	﹤0.01%	2462
2026 Q2	$568K	Buy	29,710 +16,127	+119%	+$301K	﹤0.01%	2570
2026 Q1	$248K	Buy	13,583 +2,135	+19%	+$39.3K	﹤0.01%	2957
2025 Q4	$200K	Buy	11,448 +105	+0.9%	+$1.96K	﹤0.01%	3271
2025 Q3	$206K	Buy	11,343 +811	+8%	+$14.5K	﹤0.01%	3120
2025 Q2	$198K	Sell	10,532 -1,722	-14%	-$28.7K	﹤0.01%	3003
2025 Q1	$208K	Sell	12,254 -2,065	-14%	-$36.8K	﹤0.01%	2626
2024 Q4	$259K	Buy	14,319 +2,376	+20%	+$45.4K	﹤0.01%	2501
2024 Q3	$222K	Buy	+11,943	New	+$205K	﹤0.01%	2387

Other funds holding OCFC

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $469M AUM 10.16% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Corbyn Investment Management Lutherville, Maryland $336M AUM 15.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's OCFC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its OceanFirst Financial (OCFC) stake by 48% in Q3 2026, buying an estimated $268K and bringing the position to 43,850 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Wealth Enhancement Advisory Services first reported a position in OCFC in Q3 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

Wealth Enhancement Advisory Services held 43,850 shares of OceanFirst Financial worth $720K as of Q3 2026.
Wealth Enhancement Advisory Services bought 14,140 OceanFirst Financial shares in Q3 2026, an estimated $268K.
OceanFirst Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2462 holding.
Wealth Enhancement Advisory Services first reported a position in OceanFirst Financial in Q3 2024 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.