Janney Montgomery Scott LLC
Position in OCFC — Oceanfirst Financial Corp
CIK 1329948
PHILADELPHIA, PA
Position in OCFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$476,453
+$147,151 QoQ
Shares Held
24,396
+33.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 229 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $408,373,040 across 87 Banks - Regional names. OCFC ranks #61 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp De
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in OCFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,453 | 24,396 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $329,302 | 18,254 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $327,838 | 18,264 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $334,567 | 19,042 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $335,805 | 19,069 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $332,307 | 19,536 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $367,629 | 20,311 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $380,648 | 20,476 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $313,795 | 19,748 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $333,664 | 20,333 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $422,698 | 24,349 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $469,696 | 32,460 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $437,953 | 28,038 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $352,506 | 19,075 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $405,343 | 19,075 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $355,558 | 19,075 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $364,904 | 19,075 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $354,302 | 17,627 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $387,057 | 17,435 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $373,283 | 17,435 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $363,345 | 17,435 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $427,807 | 17,870 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||