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OceanFirst Financial shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of OceanFirst Financial (OCFC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in OceanFirst Financial

Tip: Access up to 7 years of quarterly data

All positions including OceanFirst Financial held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in OceanFirst Financial by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 11k 18.13
2025-06-30 $198k 11k 18.78
2025-03-31 $208k 12k 17.01
2024-12-31 $259k 14k 18.10

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View all positions for Wealth Enhancement Advisory Services

Top funds holding OceanFirst Financial

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

View all funds holding OceanFirst Financial