WG
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Winton Group’s OceanFirst Financial OCFC Stock Holding History

Winton 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
Q2 		$211K Sell
10,800
-8,400
-44% -$157K 0.01% 1005
2026
Q1 		$346K Buy
+19,200
New +$354K 0.01% 820
2024
Q1 		– Sell
-20,517
Closed -$356K – 800
2023
Q4 		$356K Buy
20,517
+10,103
+97% +$147K 0.03% 479
2023
Q3 		$151K Buy
10,414
+367
+4% +$6.18K 0.01% 692
2023
Q2 		$157K Buy
+10,047
New +$157K 0.01% 687
2021
Q3 		– Sell
-10,001
Closed -$208K – 1441
2021
Q2 		$208K Buy
+10,001
New +$224K 0.01% 1332
2020
Q4 		– Sell
-27,687
Closed -$379K – 1461
2020
Q3 		$379K Sell
27,687
-32,845
-54% -$516K 0.01% 1181
2020
Q2 		$1.07M Buy
60,532
+4,510
+8% +$72.2K 0.03% 943
2020
Q1 		$891K Buy
56,022
+13,561
+32% +$286K 0.02% 847
2019
Q4 		$1.08M Sell
42,461
-13,897
-25% -$334K 0.02% 1038
2019
Q3 		$1.33M Buy
56,358
+43,790
+348% +$1.02M 0.02% 718
2019
Q2 		$312K Sell
12,568
-2,303
-15% -$56.6K 0.01% 876
2019
Q1 		$358K Buy
+14,871
New +$361K 0.01% 722
2018
Q4 		– Sell
-14,136
Closed -$385K – 982
2018
Q3 		$385K Buy
14,136
+6,945
+97% +$203K 0.01% 725
2018
Q2 		$215K Sell
7,191
-6,778
-49% -$192K 0.01% 956
2018
Q1 		$374K Buy
+13,969
New +$377K 0.01% 894

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winton Group's OCFC Position: Q2 2026 in Review

Winton Group reduced its OceanFirst Financial (OCFC) stake by 44% in Q2 2026, selling an estimated $157K and leaving 10,800 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #1005.

Winton Group first reported a position in OCFC in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.33M in Q3 2019. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • Winton Group held 10,800 shares of OceanFirst Financial worth $211K as of Q2 2026.
  • Winton Group sold 8,400 OceanFirst Financial shares in Q2 2026, an estimated $157K.
  • OceanFirst Financial made up 0.01% of Winton Group's portfolio in Q2 2026, its #1005 holding.
  • Winton Group first reported a position in OceanFirst Financial in Q1 2018 and has held it in 16 quarters since.
  • Winton Group's OceanFirst Financial position peaked at $1.33M in Q3 2019.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.