Position in OCFC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$456,412
-$28,238 QoQ
Shares Held
25,300
-6.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OCFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JOHN G ULLMAN & ASSOCIATES INC holds $11,896,906 across 9 Banks - Regional names. OCFC ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMP |
Tompkins Financial Corp
|
68,792 | $5,423,561 | |
| 2 | WBS |
Webster Financial Corp
|
27,550 | $1,912,521 | |
| 3 | WSBF |
Waterstone Financial, Inc.
|
61,248 | $1,104,301 | |
| 4 | EBMT |
Eagle Bancorp Montana, Inc.
|
48,910 | $1,006,567 | |
| 5 | RBB |
RBB Bancorp
|
40,550 | $866,553 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
20,780 | $525,110 | |
| 7 | OCFC |
Oceanfirst Financial Corp
This page
|
25,300 | $456,412 | |
| 8 | NWFL |
Norwood Financial Corp
|
14,800 | $435,416 |
All Filings in OCFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,412 | 25,300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $484,650 | 27,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $474,390 | 27,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $478,992 | 27,200 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $423,549 | 24,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $448,880 | 24,800 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $466,609 | 25,100 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $354,347 | 22,300 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $372,507 | 22,700 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $861,056 | 49,600 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||