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 Q3	–	Sell	-109,429	Closed	-$2.14M	–	1954
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

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK)'s OCFC Position: Q3 2026 in Review

Y-Intercept (HK) sold out of OceanFirst Financial (OCFC) in Q3 2026, closing a stake of 109,429 shares — an estimated $2.14M sold.

Y-Intercept (HK) first reported a position in OCFC in Q4 2022 and held it in 6 quarters. The position peaked at $2.14M in Q2 2026. 20 funds tracked by Wall St. Rank hold OCFC as of Q3 2026.

Y-Intercept (HK) reported no remaining OceanFirst Financial position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 109,429 OceanFirst Financial shares in Q3 2026, an estimated $2.14M.
Y-Intercept (HK) first reported a position in OceanFirst Financial in Q4 2022 and held it in 6 quarters.
Y-Intercept (HK)'s OceanFirst Financial position peaked at $2.14M in Q2 2026.
20 funds tracked by Wall St. Rank held OceanFirst Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.