CAPTRUST FINANCIAL ADVISORS

Position in OCFC — Oceanfirst Financial Corp

CIK 1512024 RALEIGH, NC

Position in OCFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$346,930

+$131,371 QoQ

Shares Held

17,764

+48.7% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#137

of 229 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. OCFC ranks #102 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	2,570,708	$133,908,179
2	PNC	Pnc Financial Services Group, Inc.	323,224	$79,584,213
3	UMBF	Umb Financial Corp	428,347	$61,150,817
4	TFC	Truist Financial Corp	680,372	$33,896,133
5	FSBC	Five Star Bancorp	467,107	$22,743,439
6	USB	US Bancorp \De\	375,575	$22,684,730
7	NWG	NatWest Group plc	1,013,954	$17,876,009
8	MTB	M&T Bank Corp	68,944	$16,409,361

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,930	17,764	+48.7%	Shares	Sole	2026-08-13
2026-03-31	$215,559	11,949	-15.5%	Shares	Sole	2026-05-15
2025-12-31	$253,795	14,139	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$252,955	14,397	+40.9%	Shares	Sole	2025-11-19
2025-06-30	$179,991	10,221	-3.2%	Shares	Sole	2025-08-15
2025-03-31	$179,557	10,556	-10.0%	Shares	Sole	2025-05-15
2024-12-31	$212,276	11,728	+8.1%	Shares	Sole	2025-02-14
2024-09-30	$201,627	10,846	-24.9%	Shares	Sole	2024-11-14
2023-12-31	$250,834	14,449	+2179.0%	Shares	Sole	2024-02-14
2022-06-30	$12,128	634	+26.3%	Shares	Sole	2022-08-23
2022-03-31	$10,090	502	-16.5%	Shares	Sole	2022-05-16
2021-12-31	$13,342	601	-49.1%	Shares	Sole	2022-02-14
2021-09-30	$25,263	1,180	-6.1%	Shares	Sole	2021-11-16
2021-06-30	$26,195	1,257	+70.1%	Shares	Sole	2021-08-16
2021-03-31	$17,691	739	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.