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BEACON INVESTMENT ADVISORY SERVICES, INC. → OCFC
BEACON INVESTMENT ADVISORY SERVICES, INC. OCFC Position History
OceanFirst Financial Corp. • Financial Services
Quarters held
6
Latest value
$107K
Q3 2026
Peak value
$170K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $164K |
| Q4 2025 | $170K |
| Q4 2025 | $170K |
| Q1 2026 | $119K |
| Q2 2026 | $137K |
| Q3 2026 | $107K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $107K | 14.0K | — | — |
| Q2 2026 | $137K | 14.0K | — | — |
| Q1 2026 | $119K | 14.0K | — | — |
| Q4 2025 | $170K | 14.0K | — | — |
| Q4 2025 | $170K | 14.0K | — | — |
| Q3 2025 | $164K | 14.0K | — | — |