Wealth Enhancement Advisory Services
OCFC icon

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
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

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

Wealth Enhancement Advisory Services's OCFC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its OceanFirst Financial (OCFC) stake by 119% in Q2 2026, buying an estimated $301K and bringing the position to 29,710 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Wealth Enhancement Advisory Services first reported a position in OCFC in Q3 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,710 shares of OceanFirst Financial worth $568K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,127 OceanFirst Financial shares in Q2 2026, an estimated $301K.
  • OceanFirst Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2570 holding.
  • Wealth Enhancement Advisory Services first reported a position in OceanFirst Financial in Q3 2024 and has held it in 8 quarters since.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.