LPL Financial LLC

Position in OCFC — Oceanfirst Financial Corp

CIK 1403438 FORT MILL, SC

Position in OCFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$663,316

+$157,601 QoQ

Shares Held

33,964

+21.2% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#109

of 229 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $1,299,237,906 across 175 Banks - Regional names. OCFC ranks #114 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	968,289	$238,412,117
2	TFC	Truist Financial Corp	4,483,086	$223,347,344
3	USB	US Bancorp De	3,203,593	$193,497,017
4	RF	Regions Financial Corp	2,404,667	$72,620,943
5	FITB	Fifth Third Bancorp	824,462	$46,474,922
6	CFG	Citizens Financial Group Inc/Ri	504,589	$35,356,551
7	MTB	M&T Bank Corp	134,231	$31,948,320
8	HBAN	Huntington Bancshares Inc /Md/	1,505,545	$26,693,312

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$663,316	33,964	+21.2%	Shares	Sole	2026-08-07
2026-03-31	$505,715	28,033	-25.8%	Shares	Sole	2026-05-06
2025-12-31	$678,438	37,796	-0.5%	Shares	Sole	2026-02-11
2025-09-30	$667,660	38,000	+24.2%	Shares	Sole	2025-11-12
2025-06-30	$538,848	30,599	-16.6%	Shares	Sole	2025-08-12
2025-03-31	$623,841	36,675	-19.0%	Shares	Sole	2025-05-07
2024-12-31	$819,151	45,257	+8.4%	Shares	Sole	2025-02-11
2024-09-30	$776,020	41,744	+39.7%	Shares	Sole	2024-11-08
2024-06-30	$474,952	29,890	+2.8%	Shares	Sole	2024-08-07
2024-03-31	$477,235	29,082	-19.8%	Shares	Sole	2024-05-10
2023-12-31	$629,282	36,249	+9.1%	Shares	Sole	2024-02-14
2023-09-30	$480,751	33,224	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$522,801	33,470	-3.7%	Shares	Sole	2023-07-31
2023-03-31	$642,512	34,768	+95.0%	Shares	Sole	2023-05-10
2022-12-31	$378,887	17,830	+2.0%	Shares	Sole	2023-02-07
2022-09-30	$325,771	17,477	+24.7%	Shares	Sole	2022-11-14
2022-06-30	$268,011	14,010	-3.6%	Shares	Sole	2022-08-12
2022-03-31	$292,133	14,534	-19.1%	Shares	Sole	2022-05-16
2021-12-31	$399,022	17,974	-5.3%	Shares	Sole	2022-02-14
2021-09-30	$406,297	18,977	+8.6%	Shares	Sole	2021-11-15
2021-06-30	$364,304	17,481	0.0%	Shares	Sole	2021-08-13
2021-03-31	$418,495	17,481	+1.7%	Shares	Sole	2021-05-14
2020-12-31	$320,193	17,187	+3.0%	Shares	Sole	2021-02-12
2020-09-30	$228,472	16,689	0.0%	Shares	Sole	2020-11-09
2020-06-30	$294,227	16,689	-2.1%	Shares	Sole	2020-08-13
2020-03-31	$271,249	17,049	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.