Position in OCFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$415,676
-$11,817 QoQ
Shares Held
21,284
-10.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 229 holders
Holding Since
Mar 2021
21 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,479,262,409 across 120 Banks - Regional names. OCFC ranks #107 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in OCFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,676 | 21,284 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $427,493 | 23,697 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $433,833 | 24,169 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $455,713 | 25,937 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $553,323 | 31,421 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $534,811 | 31,441 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $352,117 | 19,454 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $348,339 | 18,738 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $206,109 | 12,971 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $214,495 | 13,071 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $313,104 | 18,036 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $313,116 | 21,639 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $265,102 | 16,972 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $315,989 | 17,099 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $372,533 | 17,531 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $289,497 | 15,531 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $257,241 | 13,447 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $243,129 | 12,096 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $215,007 | 9,685 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $232,919 | 10,879 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $217,925 | 9,103 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||