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BankPlus Trust Department’s Oracle ORCL Stock Holding History

BankPlus Trust Department’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Sell
3,902
-92
-2% -$16.7K 0.13% 123
2026
Q1 		$588K Hold
3,994
– – 0.16% 116
2025
Q4 		$778K Hold
3,994
– – 0.2% 99
2025
Q3 		$1.12M Buy
3,994
+175
+5% +$44.6K 0.3% 72
2025
Q2 		$835K Sell
3,819
-587
-13% -$94.8K 0.25% 85
2025
Q1 		$616K Buy
4,406
+647
+17% +$105K 0.21% 92
2024
Q4 		$626K Buy
+3,759
New +$668K 0.21% 90

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BankPlus Trust Department's ORCL Position: Q2 2026 in Review

BankPlus Trust Department reduced its Oracle (ORCL) stake by 2.3% in Q2 2026, selling an estimated $16.7K and leaving 3,902 shares worth $572K. The position accounts for 0.13% of the portfolio, ranked #123.

BankPlus Trust Department first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BankPlus Trust Department held 3,902 shares of Oracle worth $572K as of Q2 2026.
  • BankPlus Trust Department sold 92 Oracle shares in Q2 2026, an estimated $16.7K.
  • Oracle made up 0.13% of BankPlus Trust Department's portfolio in Q2 2026, its #123 holding.
  • BankPlus Trust Department first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's Oracle position peaked at $1.12M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.