Chuck Royce's OCFC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 484,530 shares of OceanFirst Financial Corp. (OCFC) worth $8.74 M, representing 0.09% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in OCFC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 518,938 shares. Largest reduction occurred in Q1 2026, reducing 882,118 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's OceanFirst Financial (OCFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly OceanFirst Financial (OCFC) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -882,118 | Reduce 64.55% | 484,530 | $18.04 |
| Q4 2025 | -296,005 | Reduce 17.80% | 1.37 M | $17.95 |
| Q3 2025 | +191,383 | Add 13.01% | 1.66 M | $17.57 |
| Q2 2025 | +445,171 | Add 43.38% | 1.47 M | $17.61 |
| Q1 2025 | +262,259 | Add 34.33% | 1.03 M | $17.01 |
| Q4 2024 | +30,399 | Add 4.14% | 763,840 | $18.10 |
| Q3 2024 | +223,203 | Add 43.74% | 733,441 | $18.59 |
| Q2 2024 | +510,238 | New Buy | 510,238 | $15.89 |
| Q1 2022 | -165,088 | Sold Out | 0 | $0.00 |
| Q4 2021 | -206,430 | Reduce 55.56% | 165,088 | $22.20 |
| Q2 2021 | -92,455 | Reduce 19.93% | 371,518 | $20.84 |
| Q1 2021 | -172,938 | Reduce 27.15% | 463,973 | $23.94 |
| Q4 2020 | +41,346 | Add 6.94% | 636,911 | $18.63 |
| Q3 2020 | +76,627 | Add 14.77% | 595,565 | $13.69 |
| Q2 2020 | +518,938 | New Buy | 518,938 | $17.63 |
| Q1 2020 | -20,400 | Sold Out | 0 | $0.00 |
| Q4 2019 | +20,400 | New Buy | 20,400 | $25.54 |
| Q3 2019 | -29,000 | Sold Out | 0 | $0.00 |
| Q2 2019 | -34,000 | Reduce 53.97% | 29,000 | $24.86 |
| Q3 2018 | +13,000 | Add 26.00% | 63,000 | $27.22 |
| Q3 2017 | -36,000 | Reduce 41.86% | 50,000 | $27.50 |
| Q1 2017 | +20,000 | Add 30.30% | 86,000 | $28.17 |
| Q4 2016 | +66,000 | New Buy | 66,000 | $30.03 |
Chuck Royce's OceanFirst Financial Investment FAQs
Chuck Royce first purchased OceanFirst Financial Corp. (OCFC) in Q4 2016, acquiring 66,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held OceanFirst Financial Corp. (OCFC) for 30 quarters since Q4 2016.
Chuck Royce's largest addition to OceanFirst Financial Corp. (OCFC) was in Q2 2020, adding 518,938 shares worth $9.15 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 484,530 shares of OceanFirst Financial Corp. (OCFC), valued at approximately $8.74 M.
As of the Q1 2026 filing, OceanFirst Financial Corp. (OCFC) represents approximately 0.09% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in OceanFirst Financial Corp. (OCFC) was 1,662,653 shares, as reported at the end of Q3 2025.