Wellington Management Group
OCFC icon

Wellington Management Group’s OceanFirst Financial OCFC Stock Holding History

Wellington Management Group’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
Q1 		$46.8M Sell
2,595,433
-670,182
-21% -$12.3M 0.01% 753
2025
Q4 		$58.6M Buy
3,265,615
+877,311
+37% +$16.4M 0.01% 686
2025
Q3 		$42M Buy
2,388,304
+1,181,553
+98% +$21.1M 0.01% 788
2025
Q2 		$21.3M Buy
1,206,751
+134,376
+13% +$2.24M ﹤0.01% 940
2025
Q1 		$18.2M Buy
1,072,375
+72,850
+7% +$1.3M ﹤0.01% 987
2024
Q4 		$18.1M Sell
999,525
-83,330
-8% -$1.59M ﹤0.01% 1002
2024
Q3 		$20.1M Buy
1,082,855
+925,283
+587% +$15.9M ﹤0.01% 949
2024
Q2 		$2.5M Buy
+157,572
New +$2.38M ﹤0.01% 1467
2024
Q1 		– Sell
-159,411
Closed -$2.77M – 1955
2023
Q4 		$2.77M Sell
159,411
-6,299
-4% -$91.8K ﹤0.01% 1424
2023
Q3 		$2.4M Sell
165,710
-133,800
-45% -$2.25M ﹤0.01% 1438
2023
Q2 		$4.68M Buy
+299,510
New +$4.67M ﹤0.01% 1287
2021
Q4 		– Sell
-201,243
Closed -$4.31M – 2264
2021
Q3 		$4.31M Sell
201,243
-159,900
-44% -$3.28M ﹤0.01% 1541
2021
Q2 		$7.53M Sell
361,143
-371,680
-51% -$8.32M ﹤0.01% 1371
2021
Q1 		$17.5M Sell
732,823
-949,012
-56% -$20.4M ﹤0.01% 1105
2020
Q4 		$31.3M Sell
1,681,835
-636,737
-27% -$10.4M 0.01% 923
2020
Q3 		$31.7M Buy
2,318,572
+58,262
+3% +$915K 0.01% 827
2020
Q2 		$39.8M Buy
2,260,310
+414,029
+22% +$6.63M 0.01% 754
2020
Q1 		$29.4M Buy
1,846,281
+509,780
+38% +$10.8M 0.01% 775
2019
Q4 		$34.1M Buy
1,336,501
+880,905
+193% +$21.2M 0.01% 855
2019
Q3 		$10.8M Buy
455,596
+66,445
+17% +$1.55M ﹤0.01% 1141
2019
Q2 		$9.67M Sell
389,151
-19,225
-5% -$473K ﹤0.01% 1222
2019
Q1 		$9.82M Sell
408,376
-429,962
-51% -$10.4M ﹤0.01% 1213
2018
Q4 		$18.9M Sell
838,338
-383,706
-31% -$9.61M ﹤0.01% 1016
2018
Q3 		$33.3M Sell
1,222,044
-282,480
-19% -$8.25M 0.01% 932
2018
Q2 		$45.1M Sell
1,504,524
-557,568
-27% -$15.8M 0.01% 823
2018
Q1 		$55.2M Buy
2,062,092
+399,722
+24% +$10.8M 0.01% 746
2017
Q4 		$43.6M Sell
1,662,370
-564,343
-25% -$15.4M 0.01% 813
2017
Q3 		$61.2M Buy
2,226,713
+46,913
+2% +$1.22M 0.01% 690
2017
Q2 		$59.1M Sell
2,179,800
-164,668
-7% -$4.5M 0.01% 681
2017
Q1 		$66.1M Sell
2,344,468
-59,767
-2% -$1.74M 0.02% 638
2016
Q4 		$72.2M Buy
2,404,235
+959,405
+66% +$22.3M 0.02% 608
2016
Q3 		$27.8M Sell
1,444,830
-45,017
-3% -$858K 0.01% 877
2016
Q2 		$27.1M Buy
1,489,847
+22,252
+2% +$405K 0.01% 848
2016
Q1 		$25.9M Buy
1,467,595
+117,500
+9% +$2.06M 0.01% 856
2015
Q4 		$27M Sell
1,350,095
-31,378
-2% -$602K 0.01% 864
2015
Q3 		$23.8M Sell
1,381,473
-13,674
-1% -$246K 0.01% 913
2015
Q2 		$26M Sell
1,395,147
-165,770
-11% -$2.87M 0.01% 931
2015
Q1 		$27M Buy
1,560,917
+16,000
+1% +$268K 0.01% 946
2014
Q4 		$26.5M Hold
1,544,917
– – 0.01% 949
2014
Q3 		$24.6M Sell
1,544,917
-47,840
-3% -$787K 0.01% 947
2014
Q2 		$26.4M Sell
1,592,757
-34,240
-2% -$571K 0.01% 940
2014
Q1 		$28.8M Hold
1,626,997
– – 0.01% 914
2013
Q4 		$27.9M Buy
1,626,997
+40,500
+3% +$716K 0.01% 903
2013
Q3 		$26.8M Sell
1,586,497
-79,192
-5% -$1.34M 0.01% 896
2013
Q2 		$25.9M Buy
+1,665,689
New +$23.7M 0.01% 887

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group's OCFC Position: Q1 2026 in Review

Wellington Management Group reduced its OceanFirst Financial (OCFC) stake by 21% in Q1 2026, selling an estimated $12.3M and leaving 2,595,433 shares worth $46.8M. The position accounts for 0.01% of the portfolio, ranked #753.

Wellington Management Group first reported a position in OCFC in Q2 2013 and has held it in 45 quarters since. The position peaked at $72.2M in Q4 2016. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Wellington Management Group held 2,595,433 shares of OceanFirst Financial worth $46.8M as of Q1 2026.
  • Wellington Management Group sold 670,182 OceanFirst Financial shares in Q1 2026, an estimated $12.3M.
  • OceanFirst Financial made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #753 holding.
  • Wellington Management Group first reported a position in OceanFirst Financial in Q2 2013 and has held it in 45 quarters since.
  • Wellington Management Group's OceanFirst Financial position peaked at $72.2M in Q4 2016.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.