OXFORD FINANCIAL GROUP, LTD. LLC
Position in OCFC — Oceanfirst Financial Corp
CIK 1245862
INDIANAPOLIS, IN
Position in OCFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$539,692
New position
Shares Held
27,634
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#115
of 229 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $15,786,240 across 8 Banks - Regional names. OCFC ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
144,677 | $11,063,450 | |
| 2 | HBNC |
Horizon Bancorp Inc /In/
|
82,814 | $1,654,623 | |
| 3 | FITB |
Fifth Third Bancorp
|
11,299 | $636,924 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
9,790 | $565,372 | |
| 5 | MBIN |
Merchants Bancorp
|
11,137 | $556,850 | |
| 6 | OCFC |
Oceanfirst Financial Corp
This page
|
27,634 | $539,692 | |
| 7 | USB |
US Bancorp De
|
8,211 | $495,944 | |
| 8 | INBK |
First Internet Bancorp
|
9,834 | $273,385 |
All Filings in OCFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,692 | 27,634 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||