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OceanFirst Financial shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of OceanFirst Financial (OCFC) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in OceanFirst Financial

Tip: Access up to 7 years of quarterly data

All positions including OceanFirst Financial held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in OceanFirst Financial by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 14k 17.95
2025-06-30 $237k 14k 17.61
2025-03-31 $233k 14k 17.01

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Top funds holding OceanFirst Financial

BlackRock
Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
T. Rowe Price Investment Management
Invesco
State Street Corporation
Geode Capital Management
Royce & Associates
American Century Companies
Jennifer Ranahan
Systematic Financial Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
Endeavour Capital Advisors

View all funds holding OceanFirst Financial