Position in OCFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,625,752
+$1,530,452 QoQ
Shares Held
1,209,716
-1.2% QoQ
Ownership
1.25%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#15
of 229 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GW&K Investment Management, LLC holds $816,921,552 across 39 Banks - Regional names. OCFC ranks #14 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
672,465 | $96,001,103 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
1,033,943 | $72,448,386 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
1,348,072 | $69,533,553 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
1,466,606 | $62,052,099 | |
| 5 | WTFC |
Wintrust Financial Corp
|
373,649 | $60,052,867 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
593,062 | $59,828,094 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
355,565 | $54,941,903 | |
| 8 | ABCB |
Ameris Bancorp
|
535,106 | $48,298,667 |
All Filings in OCFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,625,752 | 1,209,716 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,095,300 | 1,224,795 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,474,027 | 1,252,035 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $22,522,455 | 1,281,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,107,964 | 1,312,207 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,214,194 | 1,423,527 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $26,523,051 | 1,465,362 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,938,315 | 1,502,868 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $24,965,477 | 1,571,144 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $26,153,158 | 1,593,733 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $27,595,038 | 1,589,576 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $25,286,092 | 1,747,484 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,085,391 | 1,605,979 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $29,973,819 | 1,621,960 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $35,983,921 | 1,693,361 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $31,909,703 | 1,711,894 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $35,836,936 | 1,873,337 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $35,770,703 | 1,779,637 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $39,622,227 | 1,784,785 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $38,531,662 | 1,799,704 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $38,754,125 | 1,859,603 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $43,048,261 | 1,798,173 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $23,477,358 | 1,260,191 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $290,200 | 21,198 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $200,893 | 11,395 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $182,249 | 11,455 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||