CFSG
ORCL icon

Community Financial Services Group’s Oracle ORCL Stock Holding History

Community Financial Services Group’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 		$4.34M Buy
30,476
+643
+2% +$117K 0.63% 46
2026
Q1 		$4.33M Buy
29,833
+919
+3% +$149K 0.76% 43
2025
Q4 		$5.64M Buy
28,914
+6,472
+29% +$1.54M 1.03% 35
2025
Q3 		$6.31M Buy
22,442
+11,141
+99% +$2.84M 1.16% 35
2025
Q2 		$2.47M Buy
11,301
+8,945
+380% +$1.44M 0.49% 50
2025
Q1 		$329K Sell
2,356
-868
-27% -$141K 0.07% 85
2024
Q4 		$537K Hold
3,224
– – 0.11% 76
2024
Q3 		$549K Sell
3,224
-13
-0.4% -$1.88K 0.11% 88
2024
Q2 		$457K Buy
3,237
+13
+0.4% +$1.61K 0.1% 97
2024
Q1 		$405K Buy
+3,224
New +$369K 0.09% 113
2023
Q3 		$248K Buy
+2,346
New +$272K 0.06% 113
2021
Q4 		$241K Sell
2,767
-75
-3% -$7.04K 0.06% 100
2021
Q3 		$248K Sell
2,842
-1,793
-39% -$158K 0.07% 98
2021
Q2 		$361K Buy
4,635
+241
+5% +$18.9K 0.1% 87
2021
Q1 		$308K Sell
4,394
-4,681
-52% -$303K 0.09% 86
2020
Q4 		$587K Buy
9,075
+500
+6% +$29.8K 0.18% 63
2020
Q3 		$512K Buy
8,575
+1,391
+19% +$79K 0.19% 61
2020
Q2 		$397K Buy
7,184
+2,240
+45% +$119K 0.15% 65
2020
Q1 		$239K Buy
4,944
+144
+3% +$7.43K 0.08% 66
2019
Q4 		$254K Sell
4,800
-210
-4% -$11.6K 0.07% 71
2019
Q3 		$276K Buy
5,010
+255
+5% +$14.1K 0.08% 71
2019
Q2 		$271K Sell
4,755
-2,163
-31% -$117K 0.09% 58
2019
Q1 		$372K Sell
6,918
-887
-11% -$45.2K 0.13% 63
2018
Q4 		$352K Sell
7,805
-37
-0.5% -$1.77K 0.13% 63
2018
Q3 		$404K Sell
7,842
-13
-0.2% -$631 0.14% 60
2018
Q2 		$346K Buy
7,855
+2,550
+48% +$117K 0.12% 61
2018
Q1 		$243K Hold
5,305
– – 0.1% 62
2017
Q4 		$251K Hold
5,305
– – 0.1% 60
2017
Q3 		$256K Buy
+5,305
New +$264K 0.1% 55
2015
Q4 		– Sell
-5,627
Closed -$203K – 178
2015
Q3 		$203K Sell
5,627
-1,065
-16% -$40.9K 0.1% 67
2015
Q2 		$270K Sell
6,692
-182
-3% -$7.89K 0.13% 64
2015
Q1 		$297K Sell
6,874
-843
-11% -$36.5K 0.14% 60
2014
Q4 		$347K Buy
7,717
+163
+2% +$6.63K 0.16% 59
2014
Q3 		$289K Sell
7,554
-149
-2% -$6.03K 0.14% 63
2014
Q2 		$312K Sell
7,703
-422
-5% -$17.4K 0.15% 61
2014
Q1 		$332K Sell
8,125
-975
-11% -$37.1K 0.16% 61
2013
Q4 		$348K Hold
9,100
– – 0.19% 57
2013
Q3 		$302K Hold
9,100
– – 0.17% 60
2013
Q2 		$279K Buy
+9,100
New +$302K 0.17% 61

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

Community Financial Services Group's ORCL Position: Q2 2026 in Review

Community Financial Services Group increased its Oracle (ORCL) stake by 2.2% in Q2 2026, buying an estimated $117K and bringing the position to 30,476 shares worth $4.34M. The position accounts for 0.63% of the portfolio, ranked #46.

Community Financial Services Group first reported a position in ORCL in Q2 2013 and has held it in 39 quarters since. The position peaked at $6.31M in Q3 2025. 800 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Community Financial Services Group held 30,476 shares of Oracle worth $4.34M as of Q2 2026.
  • Community Financial Services Group bought 643 Oracle shares in Q2 2026, an estimated $117K.
  • Oracle made up 0.63% of Community Financial Services Group's portfolio in Q2 2026, its #46 holding.
  • Community Financial Services Group first reported a position in Oracle in Q2 2013 and has held it in 39 quarters since.
  • Community Financial Services Group's Oracle position peaked at $6.31M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.