CWM, LLC

Position in OCFC — Oceanfirst Financial Corp

CIK 1535847 OMAHA, NE

Position in OCFC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$333,126

-$87,747 QoQ

Shares Held

18,466

-21.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $206,351,240 across 285 Banks - Regional names. OCFC ranks #87 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri	225,549	$13,526,173
3	USB	US Bancorp De	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$333,126	18,466	-21.2%	Shares	Sole	2026-05-14
2025-12-31	$420,873	23,447	+0.6%	Shares	Sole	2026-01-26
2025-09-30	$409,486	23,306	+8.1%	Shares	Sole	2025-10-15
2025-06-30	$379,742	21,564	-7.9%	Shares	Sole	2025-07-25
2025-03-31	$398,323	23,417	-3.3%	Shares	Sole	2025-05-01
2024-12-31	$438,146	24,207	+11.9%	Shares	Sole	2025-02-04
2024-09-30	$402,269	21,639	+105.6%	Shares	Sole	2024-10-08
2024-06-30	$167,242	10,525	+437.0%	Shares	Sole	2024-07-10
2024-03-31	$32,163	1,960	+346.5%	Shares	Sole	2024-04-05
2023-12-31	$7,621	439	+213.6%	Shares	Sole	2024-02-01
2023-09-30	$2,025	140	+636.8%	Shares	Sole	2023-10-11
2023-06-30	$296	19	-34.5%	Shares	Sole	2023-08-03
2023-03-31	$1	29	-63.3%	Shares	Sole	2023-05-01
2022-12-31	$2	79	+92.7%	Shares	Sole	2023-02-01
2022-03-31	$824	41	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.