Wells Fargo’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Sell |
100,159
-132,853
| -57% | -$2.45M | ﹤0.01% | 3348 |
|
|
2025
Q4 | $4.18M | Buy |
233,012
+25,439
| +12% | +$475K | ﹤0.01% | 2846 |
|
|
2025
Q3 | $3.65M | Buy |
207,573
+16,509
| +9% | +$295K | ﹤0.01% | 2834 |
|
|
2025
Q2 | $3.36M | Buy |
191,064
+15,451
| +9% | +$258K | ﹤0.01% | 2779 |
|
|
2025
Q1 | $2.99M | Buy |
175,613
+21,048
| +14% | +$375K | ﹤0.01% | 2842 |
|
|
2024
Q4 | $2.8M | Buy |
154,565
+8,781
| +6% | +$168K | ﹤0.01% | 2927 |
|
|
2024
Q3 | $2.71M | Buy |
145,784
+883
| +0.6% | +$15.2K | ﹤0.01% | 2830 |
|
|
2024
Q2 | $2.3M | Buy |
144,901
+19,027
| +15% | +$288K | ﹤0.01% | 2865 |
|
|
2024
Q1 | $2.07M | Buy |
125,874
+30,791
| +32% | +$497K | ﹤0.01% | 2944 |
|
|
2023
Q4 | $1.65M | Sell |
95,083
-9,816
| -9% | -$143K | ﹤0.01% | 3059 |
|
|
2023
Q3 | $1.52M | Buy |
104,899
+58,560
| +126% | +$986K | ﹤0.01% | 3010 |
|
|
2023
Q2 | $724K | Buy |
46,339
+29,879
| +182% | +$466K | ﹤0.01% | 3677 |
|
|
2023
Q1 | $304K | Buy |
16,460
+10,876
| +195% | +$241K | ﹤0.01% | 4173 |
|
|
2022
Q4 | $119K | Sell |
5,584
-1,367
| -20% | -$29.8K | ﹤0.01% | 4455 |
|
|
2022
Q3 | $130K | Sell |
6,951
-759
| -10% | -$15.2K | ﹤0.01% | 4473 |
|
|
2022
Q2 | $147K | Sell |
7,710
-63,613
| -89% | -$1.22M | ﹤0.01% | 4440 |
|
|
2022
Q1 | $1.43M | Sell |
71,323
-1,548
| -2% | -$34.5K | ﹤0.01% | 3586 |
|
|
2021
Q4 | $1.62M | Sell |
72,871
-286,343
| -80% | -$6.24M | ﹤0.01% | 3701 |
|
|
2021
Q3 | $7.69M | Buy |
359,214
+3,074
| +0.9% | +$63K | ﹤0.01% | 2451 |
|
|
2021
Q2 | $7.42M | Sell |
356,140
-22,787
| -6% | -$510K | ﹤0.01% | 2492 |
|
|
2021
Q1 | $9.07M | Sell |
378,927
-46,083
| -11% | -$991K | ﹤0.01% | 2285 |
|
|
2020
Q4 | $7.92M | Sell |
425,010
-52,038
| -11% | -$852K | ﹤0.01% | 2309 |
|
|
2020
Q3 | $6.53M | Sell |
477,048
-32,750
| -6% | -$514K | ﹤0.01% | 2259 |
|
|
2020
Q2 | $8.99M | Buy |
509,798
+29,365
| +6% | +$470K | ﹤0.01% | 1943 |
|
|
2020
Q1 | $7.64M | Buy |
480,433
+37,364
| +8% | +$789K | ﹤0.01% | 1889 |
|
|
2019
Q4 | $11.3M | Buy |
443,069
+14,024
| +3% | +$337K | ﹤0.01% | 1884 |
|
|
2019
Q3 | $10.1M | Sell |
429,045
-12,566
| -3% | -$292K | ﹤0.01% | 1927 |
|
|
2019
Q2 | $11M | Buy |
441,611
+157,941
| +56% | +$3.88M | ﹤0.01% | 1894 |
|
|
2019
Q1 | $6.83M | Buy |
283,670
+10,595
| +4% | +$257K | ﹤0.01% | 2257 |
|
|
2018
Q4 | $6.15M | Sell |
273,075
-11,746
| -4% | -$294K | ﹤0.01% | 2251 |
|
|
2018
Q3 | $7.75M | Sell |
284,821
-18,976
| -6% | -$554K | ﹤0.01% | 2277 |
|
|
2018
Q2 | $9.1M | Buy |
303,797
+85,038
| +39% | +$2.4M | ﹤0.01% | 2151 |
|
|
2018
Q1 | $5.85M | Buy |
218,759
+31,701
| +17% | +$855K | ﹤0.01% | 2503 |
|
|
2017
Q4 | $4.91M | Buy |
187,058
+40,408
| +28% | +$1.1M | ﹤0.01% | 2606 |
|
|
2017
Q3 | $4.03M | Buy |
146,650
+24,218
| +20% | +$631K | ﹤0.01% | 2714 |
|
|
2017
Q2 | $3.32M | Buy |
122,432
+25,321
| +26% | +$692K | ﹤0.01% | 2779 |
|
|
2017
Q1 | $2.74M | Sell |
97,111
-4,844
| -5% | -$141K | ﹤0.01% | 2928 |
|
|
2016
Q4 | $3.06M | Sell |
101,955
-13,240
| -11% | -$308K | ﹤0.01% | 2810 |
|
|
2016
Q3 | $2.22M | Buy |
115,195
+5,737
| +5% | +$109K | ﹤0.01% | 2898 |
|
|
2016
Q2 | $1.99M | Buy |
109,458
+6,284
| +6% | +$114K | ﹤0.01% | 2981 |
|
|
2016
Q1 | $1.82M | Sell |
103,174
-5,919
| -5% | -$104K | ﹤0.01% | 2996 |
|
|
2015
Q4 | $2.19M | Sell |
109,093
-2,478
| -2% | -$47.6K | ﹤0.01% | 2919 |
|
|
2015
Q3 | $1.92M | Buy |
111,571
+37,037
| +50% | +$666K | ﹤0.01% | 3027 |
|
|
2015
Q2 | $1.39M | Buy |
74,534
+2,911
| +4% | +$50.4K | ﹤0.01% | 3346 |
|
|
2015
Q1 | $1.24M | Buy |
71,623
+3,293
| +5% | +$55.1K | ﹤0.01% | 3376 |
|
|
2014
Q4 | $1.17M | Buy |
68,330
+67,712
| +10,957% | +$1.12M | ﹤0.01% | 3403 |
|
|
2014
Q3 | $10K | Sell |
618
-606
| -50% | -$9.96K | ﹤0.01% | 5582 |
|
|
2014
Q2 | $20K | Buy |
+1,224
| New | +$20.4K | ﹤0.01% | 5374 |
|
|
2013
Q4 | – | Sell |
-1
| Closed | -$18 | – | 5867 |
|
|
2013
Q3 | $0 | Buy |
+1
| New | +$17 | ﹤0.01% | 5785 |
|
Other funds holding OCFC
VCM
SFM
Wells Fargo's OCFC Position: Q1 2026 in Review
Wells Fargo reduced its OceanFirst Financial (OCFC) stake by 57% in Q1 2026, selling an estimated $2.45M and leaving 100,159 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3348.
Wells Fargo first reported a position in OCFC in Q3 2013 and has held it in 49 quarters since. The position peaked at $11.3M in Q4 2019. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.
- Wells Fargo held 100,159 shares of OceanFirst Financial worth $1.81M as of Q1 2026.
- Wells Fargo sold 132,853 OceanFirst Financial shares in Q1 2026, an estimated $2.45M.
- OceanFirst Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3348 holding.
- Wells Fargo first reported a position in OceanFirst Financial in Q3 2013 and has held it in 49 quarters since.
- Wells Fargo's OceanFirst Financial position peaked at $11.3M in Q4 2019.
- 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.