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Wilmington Savings Fund Society’s OceanFirst Financial OCFC Stock Holding History

Wilmington Savings Fund Society’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
2025
Q4 		– Sell
-5,000
Closed -$87.8K – 1443
2025
Q3 		$87.8K Hold
5,000
– – ﹤0.01% 758
2025
Q2 		$88K Hold
5,000
– – ﹤0.01% 1070
2025
Q1 		$85K Buy
+5,000
New +$89K ﹤0.01% 1057

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wilmington Savings Fund Society's OCFC Position: Q4 2025 in Review

Wilmington Savings Fund Society sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 5,000 shares — an estimated $87.8K sold.

Wilmington Savings Fund Society first reported a position in OCFC in Q1 2025 and held it in 3 quarters. The position peaked at $88K in Q2 2025. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

  • Wilmington Savings Fund Society reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 5,000 OceanFirst Financial shares in Q4 2025, an estimated $87.8K.
  • Wilmington Savings Fund Society first reported a position in OceanFirst Financial in Q1 2025 and held it in 3 quarters.
  • Wilmington Savings Fund Society's OceanFirst Financial position peaked at $88K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2025, filed 12 Feb 2026.