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Wedge Capital Management’s OceanFirst Financial OCFC Stock Holding History

Wedge Capital 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
2026
Q2 		$1.55M Sell
79,571
-48,880
-38% -$911K 0.03% 369
2026
Q1 		$2.32M Sell
128,451
-6,824
-5% -$126K 0.04% 312
2025
Q4 		$2.43M Sell
135,275
-2,817
-2% -$52.7K 0.04% 320
2025
Q3 		$2.43M Sell
138,092
-11,945
-8% -$213K 0.04% 313
2025
Q2 		$2.64M Buy
150,037
+13,154
+10% +$219K 0.05% 280
2025
Q1 		$2.33M Sell
136,883
-41,911
-23% -$746K 0.05% 293
2024
Q4 		$3.24M Sell
178,794
-1,942
-1% -$37.1K 0.06% 264
2024
Q3 		$3.36M Sell
180,736
-2,003
-1% -$34.4K 0.06% 263
2024
Q2 		$2.9M Buy
182,739
+14,987
+9% +$227K 0.05% 272
2024
Q1 		$2.75M Sell
167,752
-6,692
-4% -$108K 0.04% 293
2023
Q4 		$3.03M Buy
174,444
+33,316
+24% +$486K 0.05% 277
2023
Q3 		$2.04M Sell
141,128
-151,963
-52% -$2.56M 0.04% 299
2023
Q2 		$4.58M Sell
293,091
-23,798
-8% -$371K 0.07% 289
2023
Q1 		$5.86M Sell
316,889
-10,376
-3% -$230K 0.1% 254
2022
Q4 		$6.95M Sell
327,265
-16,277
-5% -$355K 0.11% 228
2022
Q3 		$6.4M Sell
343,542
-11,832
-3% -$236K 0.11% 224
2022
Q2 		$6.8M Sell
355,374
-14,589
-4% -$280K 0.11% 240
2022
Q1 		$7.44M Sell
369,963
-23,099
-6% -$515K 0.1% 256
2021
Q4 		$8.73M Sell
393,062
-27,591
-7% -$602K 0.11% 247
2021
Q3 		$9.01M Sell
420,653
-16,337
-4% -$335K 0.12% 233
2021
Q2 		$9.11M Sell
436,990
-5,599
-1% -$125K 0.11% 241
2021
Q1 		$10.6M Sell
442,589
-89,543
-17% -$1.93M 0.13% 231
2020
Q4 		$9.91M Buy
532,132
+112,002
+27% +$1.83M 0.11% 219
2020
Q3 		$5.75M Buy
420,130
+5,007
+1% +$78.6K 0.08% 250
2020
Q2 		$7.32M Buy
415,123
+22,450
+6% +$359K 0.1% 213
2020
Q1 		$6.25M Buy
392,673
+4,731
+1% +$99.9K 0.11% 214
2019
Q4 		$9.91M Sell
387,942
-4,175
-1% -$100K 0.11% 223
2019
Q3 		$9.25M Sell
392,117
-8,153
-2% -$190K 0.11% 222
2019
Q2 		$9.95M Sell
400,270
-9,174
-2% -$226K 0.11% 226
2019
Q1 		$9.85M Sell
409,444
-53,516
-12% -$1.3M 0.11% 227
2018
Q4 		$10.4M Sell
462,960
-73,677
-14% -$1.85M 0.13% 220
2018
Q3 		$14.6M Sell
536,637
-21,875
-4% -$639K 0.14% 202
2018
Q2 		$16.7M Buy
558,512
+97,727
+21% +$2.76M 0.16% 170
2018
Q1 		$12.3M Sell
460,785
-34,522
-7% -$931K 0.12% 220
2017
Q4 		$13M Buy
495,307
+19,777
+4% +$539K 0.12% 222
2017
Q3 		$13.1M Sell
475,530
-25,906
-5% -$675K 0.12% 223
2017
Q2 		$13.6M Sell
501,436
-2,922
-0.6% -$79.8K 0.13% 194
2017
Q1 		$14.2M Sell
504,358
-17,052
-3% -$496K 0.14% 197
2016
Q4 		$15.7M Buy
521,410
+91,041
+21% +$2.12M 0.15% 199
2016
Q3 		$8.29M Buy
430,369
+3,374
+0.8% +$64.3K 0.08% 248
2016
Q2 		$7.76M Buy
426,995
+188,916
+79% +$3.44M 0.08% 249
2016
Q1 		$4.21M Buy
238,079
+122,509
+106% +$2.15M 0.04% 271
2015
Q4 		$2.31M Buy
115,570
+46,820
+68% +$899K 0.02% 278
2015
Q3 		$1.18M Sell
68,750
-9,000
-12% -$162K 0.01% 308
2015
Q2 		$1.45M Hold
77,750
– – 0.01% 279
2015
Q1 		$1.34M Hold
77,750
– – 0.01% 289
2014
Q4 		$1.33M Sell
77,750
-2,100
-3% -$34.6K 0.01% 301
2014
Q3 		$1.27M Sell
79,850
-2,300
-3% -$37.8K 0.01% 299
2014
Q2 		$1.36M Buy
82,150
+28,700
+54% +$479K 0.01% 295
2014
Q1 		$946K Hold
53,450
– – 0.01% 339
2013
Q4 		$916K Buy
53,450
+2,600
+5% +$46K 0.01% 332
2013
Q3 		$860K Sell
50,850
-2,700
-5% -$45.6K 0.01% 323
2013
Q2 		$833K Buy
+53,550
New +$761K 0.01% 326

Other funds holding OCFC

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wedge Capital Management's OCFC Position: Q2 2026 in Review

Wedge Capital Management reduced its OceanFirst Financial (OCFC) stake by 38% in Q2 2026, selling an estimated $911K and leaving 79,571 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #369.

Wedge Capital Management first reported a position in OCFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.7M in Q2 2018. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Wedge Capital Management held 79,571 shares of OceanFirst Financial worth $1.55M as of Q2 2026.
  • Wedge Capital Management sold 48,880 OceanFirst Financial shares in Q2 2026, an estimated $911K.
  • OceanFirst Financial made up 0.03% of Wedge Capital Management's portfolio in Q2 2026, its #369 holding.
  • Wedge Capital Management first reported a position in OceanFirst Financial in Q2 2013 and has held it in 53 quarters since.
  • Wedge Capital Management's OceanFirst Financial position peaked at $16.7M in Q2 2018.
  • 16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.