EAGLE WEALTH STRATEGIES LLC

Position in OCFC — Oceanfirst Financial Corp

CIK 2009882 MULLICA HILL, NJ

Position in OCFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$519,126

+$39,605 QoQ

Shares Held

26,581

0.0% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

of 25 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EAGLE WEALTH STRATEGIES LLC holds $8,542,231 across 5 Banks - Regional names. OCFC ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	13,280	$3,269,801
2	FULT	Fulton Financial Corp	86,608	$2,095,047
3	PFIS	Peoples Financial Services Corp.	28,655	$1,901,832
4	NWFL	Norwood Financial Corp	23,528	$756,425
5	OCFC	Oceanfirst Financial Corp This page	26,581	$519,126

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,126	26,581	0.0%	Shares	Sole	2026-07-09
2026-03-31	$479,521	26,581	0.0%	Shares	Sole	2026-04-10
2025-12-31	$477,128	26,581	0.0%	Shares	Sole	2026-01-06
2025-09-30	$467,028	26,581	0.0%	Shares	Sole	2025-11-07
2025-06-30	$468,091	26,581	-11.5%	Shares	Sole	2025-07-17
2025-03-31	$511,184	30,052	+0.1%	Shares	Sole	2025-04-14
2024-12-31	$543,253	30,014	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$557,346	29,981	-42.9%	Shares	Sole	2024-10-08
2024-06-30	$835,003	52,549	-22.9%	Shares	Sole	2024-07-18
2024-03-31	$1,118,702	68,172	+25.1%	Shares	Sole	2024-04-15
2023-12-31	$945,807	54,482	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.