Y-Intercept (HK)’s OceanFirst Financial OCFC Stock Holding History

Y-Intercept (HK)’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	$2.14M	Buy	+109,429	New	+$2.04M	0.04%	661
2025 Q2	–	Sell	-28,424	Closed	-$483K	–	1907
2025 Q1	$483K	Buy	+28,424	New	+$506K	0.03%	708
2024 Q2	–	Sell	-11,938	Closed	-$196K	–	1766
2024 Q1	$196K	Buy	+11,938	New	+$193K	0.01%	1164
2023 Q4	–	Sell	-42,549	Closed	-$616K	–	1533
2023 Q3	$616K	Buy	+42,549	New	+$716K	0.06%	483
2023 Q2	–	Sell	-21,295	Closed	-$394K	–	1581
2023 Q1	$394K	Buy	21,295 +4,037	+23%	+$89.5K	0.05%	650
2022 Q4	$367K	Buy	+17,258	New	+$377K	0.05%	567

Other funds holding OCFC

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s OCFC Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in OceanFirst Financial (OCFC) in Q2 2026: 109,429 shares worth $2.14M. The stake represents 0.04% of the portfolio and ranks #661 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in OCFC as recently as Q1 2025.

Y-Intercept (HK) first reported a position in OCFC in Q4 2022 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

Y-Intercept (HK) held 109,429 shares of OceanFirst Financial worth $2.14M as of Q2 2026.
OceanFirst Financial was a new Y-Intercept (HK) position in Q2 2026.
OceanFirst Financial made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #661 holding.
Y-Intercept (HK) first reported a position in OceanFirst Financial in Q4 2022 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.