Back to OCFC
Principia Wealth Advisory, LLC → OCFC
Principia Wealth Advisory, LLC OCFC Position History
OceanFirst Financial Corp. • Financial Services
Quarters held
2
Latest value
$4.3M
Q2 2026
Peak value
$4.3M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $3.5M |
| Q2 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $4.3M | 440.6K | — | — |
| Q1 2026 | $3.5M | 408.7K | — | — |
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