OceanFirst Financial shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of OceanFirst Financial (OCFC) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in OceanFirst Financial
Tip: Access up to 7 years of quarterly data
All positions including OceanFirst Financial held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in OceanFirst Financial by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $253k | 14k | 17.57 |
| 2025-06-30 | $180k | 10k | 17.61 |
| 2025-03-31 | $180k | 11k | 17.01 |
| 2024-12-31 | $212k | 12k | 18.10 |
| 2024-09-30 | $202k | 11k | 18.59 |
| 2023-12-31 | $251k | 14k | 17.36 |
| 2022-06-30 | $12k | 634 | 18.93 |
| 2022-03-31 | $10k | 502 | 19.92 |
| 2021-12-31 | $13k | 601 | 21.63 |
| 2021-09-30 | $25k | 1.2k | 21.19 |
| 2021-06-30 | $26k | 1.3k | 20.68 |
| 2021-03-31 | $18k | 739 | 24.36 |
More positions owned by Captrust Financial Advisors
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