Creative Planning

Position in OCFC — Oceanfirst Financial Corp

CIK 1540235 OVERLAND PARK, KS

Position in OCFC

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

Position Value

$2,617,097

+$910,946 QoQ

Shares Held

134,004

+41.7% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#64

of 229 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. OCFC ranks #82 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	834,708	$50,416,362
2	PNC	Pnc Financial Services Group, Inc.	139,365	$34,314,449
3	KB	KB Financial Group Inc.	298,911	$31,373,698
4	CFG	Citizens Financial Group Inc/Ri	434,304	$30,431,680
5	WF	Woori Financial Group Inc.	519,254	$29,805,179
6	SHG	Shinhan Financial Group Co Ltd	471,068	$29,795,050
7	FITB	Fifth Third Bancorp	455,485	$25,675,688
8	TFC	Truist Financial Corp	513,102	$25,562,741

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,617,097	134,004	+41.7%	Shares	Defined	2026-08-13
2026-03-31	$1,706,151	94,576	-6.0%	Shares	Sole	2026-05-12
2025-12-31	$1,806,685	100,651	+4.4%	Shares	Sole	2026-02-17
2025-09-30	$1,693,465	96,384	+7.8%	Shares	Defined	2025-11-14
2025-06-30	$1,573,875	89,374	+124.5%	Shares	Defined	2025-08-08
2025-03-31	$677,049	39,803	-19.5%	Shares	Sole	2025-05-15
2024-12-31	$894,646	49,428	+18.7%	Shares	Defined	2025-02-14
2024-09-30	$773,808	41,625	+3.5%	Shares	Defined	2024-10-11
2024-06-30	$639,000	40,214	+254.6%	Shares	Sole	2024-08-15
2024-03-31	$186,089	11,340	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.