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World Investment Advisors’s OceanFirst Financial OCFC Stock Holding History

World Investment Advisors’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 		– Sell
-21,298
Closed -$384K – 1573
2026
Q1 		$384K Sell
21,298
-692
-3% -$12.7K 0.01% 1126
2025
Q4 		$395K Buy
+21,990
New +$411K 0.01% 1049

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

World Investment Advisors's OCFC Position: Q2 2026 in Review

World Investment Advisors sold out of OceanFirst Financial (OCFC) in Q2 2026, closing a stake of 21,298 shares — an estimated $384K sold.

World Investment Advisors first reported a position in OCFC in Q4 2025 and held it in 2 quarters. The position peaked at $395K in Q4 2025. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • World Investment Advisors reported no remaining OceanFirst Financial position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 21,298 OceanFirst Financial shares in Q2 2026, an estimated $384K.
  • World Investment Advisors first reported a position in OceanFirst Financial in Q4 2025 and held it in 2 quarters.
  • World Investment Advisors's OceanFirst Financial position peaked at $395K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.