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SC 13G ·Filed Oct 8, 2026

OCFC

OCEANFIRST FINANCIAL CORP
NEUTRAL
Impact 3/10
Horizondays Processed19d ago SEC0000354204-26-001086
Passive investor 5%+ stake
Actionable Insight • Neutral

Dimensional Fund Advisors LP filed a new Schedule 13G disclosing a passive 5.1% stake in OceanFirst Financial Corp as of September 30, 2026. This is a new filing from Dimensional (previously filed an amendment on July 14, 2026), indicating a slight increase in their position. The stake is held on behalf of its managed funds, with no intent to influence management. The filing is routine for a large passive index/quant manager.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+5d
OCFC ▼ -2.80% at T+5d
NEUTRAL call -2.80% · α vs SPY -2.52% · entry $16.42 → $15.96
Next anchor: T+20d in 9d
Latest observation: T+11 +0.35% FF3 residual α
Entry = T+0 close
Oct 8, 2026
via day close
T+1d
-2.07%
call -2.07% · α -2.67%
$16.08
settled 18d ago
T+5d
-2.80%
call -2.80% · α -2.52%
$15.96
settled 12d ago
T+20d
Pending
in 9d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Dimensional Fund Advisors LP filed a new Schedule 13G disclosing a passive 5.1% stake in OceanFirst Financial Corp as of September 30, 2026. This is a new filing from Dimensional (previously filed an amendment on July 14, 2026), indicating a slight increase in their position. The stake is held on behalf of its managed funds, with no intent to influence management. The filing is routine for a large passive index/quant manager.

Key Financial Metrics

Stake
increased%
Investor
Dimensional Fund Advisors LP
Investor Type
mutual fund

Financial Impact

Not specified

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G Filing (Primary)0000354204-26-001086
Document: 0000354204-26-001086-index.html0000354204-26-001086
Document: 0000354204-26-001086.txt0000354204-26-001086
14 reports for OCFC
Performance horizon
100% Hit rate @ T+1 5 of 5 directional calls Went positive at some point 5 of 5 best @ T+20▲ +5.95%Jun 8, 2026
Filters
Rows
Reports for OCFC — sortable, filterable
TypeNow
Oct 8, 2026
19d ago
SC 13G
NEUTRAL ★ 3/10
$16.42 $16.08▼ −2.07%▼ −2.67%$16.68 (+1.61%)
Oct 5, 2026
21d ago
Press Release
NEUTRAL ★ 1/10
$16.75 $16.46▼ −1.73%▼ −1.49%$16.68 (−0.39%)
Aug 9, 2026
11w ago
Institutional Cluster
BULLISH ★ 5/10
$19.00 $19.08▲ +0.42%▲ +0.74%$16.68 (−12.18%)
Jul 30, 2026
12w ago
Press Release
MIXED ★ 6/10
$19.31 $19.66▲ +1.81%▲ +0.39%$16.68 (−13.59%)
Jun 8, 2026
20w ago
8-K
BULLISH ★ 6/10
$17.98 $18.11▲ +0.72%▲ +1.02%$16.68 (−7.20%)
Jun 1, 2026
21w ago
8-K
NEUTRAL ★ 6/10
$18.05 $17.35▼ −3.88%▼ −3.18%$16.68 (−7.56%)
May 28, 2026
21w ago
8-K
NEUTRAL ★ 3/10
$18.79 $18.25▼ −2.87%▼ −3.13%$16.68 (−11.20%)
Apr 27, 2026
26w ago
Press Release
BULLISH ★ 7/10
$18.89 $19.26▲ +1.96%▲ +2.44%$16.68 (−11.67%)
Apr 27, 2026
26w ago
8-K / 425
BULLISH ★ 8/10
$18.89 $19.26▲ +1.96%▲ +2.44%$16.68 (−11.67%)
Apr 23, 2026
26w ago
8-K
BULLISH ★ 7/10
$18.88 $18.89▲ +0.05%▼ −0.11%$16.68 (−11.63%)
Showing 10 of 14

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Report published Oct 8, 2026