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BFSG LLC’s Oracle ORCL Stock Holding History

BFSG LLC’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 		$19.2K Hold
131
– – ﹤0.01% 511
2026
Q1 		$19.3K Buy
131
+25
+24% +$4.06K ﹤0.01% 503
2025
Q4 		$20.7K Sell
106
-45
-30% -$10.7K ﹤0.01% 477
2025
Q3 		$42.5K Sell
151
-28
-16% -$7.13K ﹤0.01% 419
2025
Q2 		$39.2K Hold
179
– – ﹤0.01% 408
2025
Q1 		$25.1K Hold
179
– – ﹤0.01% 425
2024
Q4 		$29.9K Hold
179
– – ﹤0.01% 418
2024
Q3 		$30.6K Hold
179
– – ﹤0.01% 414
2024
Q2 		$25.3K Hold
179
– – ﹤0.01% 411
2024
Q1 		$22.5K Sell
179
-14
-7% -$1.6K ﹤0.01% 439
2023
Q4 		$20.4K Buy
+193
New +$21.1K ﹤0.01% 414

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

BFSG LLC's ORCL Position: Q2 2026 in Review

BFSG LLC held its Oracle (ORCL) position steady in Q2 2026 at 131 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

BFSG LLC first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.5K in Q3 2025. 771 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BFSG LLC held 131 shares of Oracle worth $19.2K as of Q2 2026.
  • BFSG LLC left its Oracle share count unchanged in Q2 2026.
  • Oracle made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #511 holding.
  • BFSG LLC first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's Oracle position peaked at $42.5K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.