Zurich Cantonal Bank
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Zurich Cantonal Bank’s OceanFirst Financial OCFC Stock Holding History

Zurich Cantonal Bank’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
Q1 		– Sell
-13,132
Closed -$236K – 3194
2025
Q4 		$236K Buy
+13,132
New +$245K ﹤0.01% 2170

Other funds holding OCFC

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Zurich Cantonal Bank's OCFC Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in OceanFirst Financial (OCFC) in Q1 2026: 13,132 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #2191 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in OCFC as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in OCFC in Q1 2017 and has held it in 36 quarters since. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • Zurich Cantonal Bank held 13,132 shares of OceanFirst Financial worth $237K as of Q1 2026.
  • OceanFirst Financial was a new Zurich Cantonal Bank position in Q1 2026.
  • OceanFirst Financial made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #2191 holding.
  • Zurich Cantonal Bank first reported a position in OceanFirst Financial in Q1 2017 and has held it in 36 quarters since.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.