BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in OCFC — Oceanfirst Financial Corp
CIK 1352860
BLUE BELL, PA
Position in OCFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$85,912
+$8,791 QoQ
Shares Held
4,399
+2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#173
of 229 holders
Holding Since
Dec 2021
19 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, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $801,425 across 10 Banks - Regional names. OCFC ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSFS |
Wsfs Financial Corp
|
3,019 | $231,647 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
855 | $210,518 | |
| 3 | USB |
US Bancorp De
|
1,705 | $102,982 | |
| 4 | OCFC |
Oceanfirst Financial Corp
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|
4,399 | $85,912 | |
| 5 | FULT |
Fulton Financial Corp
|
2,697 | $65,240 | |
| 6 | MTB |
M&T Bank Corp
|
182 | $43,317 | |
| 7 | UVSP |
UNIVEST FINANCIAL Corp
|
550 | $24,062 | |
| 8 | KEY |
Keycorp /New/
|
1,043 | $24,041 |
All Filings in OCFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,912 | 4,399 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $77,121 | 4,275 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $76,736 | 4,275 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $78,625 | 4,475 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $96,414 | 5,475 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $93,129 | 5,475 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $99,097 | 5,475 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $101,780 | 5,475 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $86,997 | 5,475 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $89,844 | 5,475 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $95,046 | 5,475 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $79,223 | 5,475 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $85,519 | 5,475 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $101,178 | 5,475 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $138,380 | 6,512 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $121,383 | 6,512 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $124,574 | 6,512 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $130,891 | 6,512 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $144,566 | 6,512 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||