Position in OCFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$368,921
+$28,146 QoQ
Shares Held
18,890
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#133
of 229 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ledgewood Wealth Advisors, LLC holds $18,042,645 across 5 Banks - Regional names. OCFC ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
678,112 | $16,030,567 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,104 | $1,256,706 | |
| 3 | OCFC |
Oceanfirst Financial Corp
This page
|
18,890 | $368,921 | |
| 4 | CHCO |
City Holding Co
|
1,520 | $201,612 | |
| 5 | VLY |
Valley National Bancorp
|
12,617 | $184,839 |
All Filings in OCFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,921 | 18,890 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $340,775 | 18,890 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $341,121 | 19,004 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $336,711 | 19,164 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $337,478 | 19,164 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $325,979 | 19,164 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $346,868 | 19,164 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $356,258 | 19,164 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $305,517 | 19,227 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $315,515 | 19,227 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $333,780 | 19,227 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||