Wealth Quarterback’s OceanFirst Financial OCFC Stock Holding History

Wealth Quarterback’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	$171K	Buy	+10,320	New	+$195K	0.05%	175

Other funds holding OCFC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

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

EWS

Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Wealth Quarterback's OCFC Position: Q3 2026 in Review

Wealth Quarterback opened a new position in OceanFirst Financial (OCFC) in Q3 2026: 10,320 shares worth $171K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings.

25 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

Wealth Quarterback held 10,320 shares of OceanFirst Financial worth $171K as of Q3 2026.
OceanFirst Financial was a new Wealth Quarterback position in Q3 2026.
OceanFirst Financial made up 0.05% of Wealth Quarterback's portfolio in Q3 2026, its #175 holding.
25 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.