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Convergence Financial’s Oracle ORCL Stock Holding History

Convergence Financial’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
Q1 		$470K Buy
3,175
+1,101
+53% +$179K 0.05% 150
2025
Q4 		$404K Buy
2,074
+788
+61% +$188K 0.06% 140
2025
Q3 		$362K Buy
+1,286
New +$327K 0.05% 145

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Financial's ORCL Position: Q1 2026 in Review

Convergence Financial increased its Oracle (ORCL) stake by 53% in Q1 2026, buying an estimated $179K and bringing the position to 3,175 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #150.

Convergence Financial first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Convergence Financial held 3,175 shares of Oracle worth $470K as of Q1 2026.
  • Convergence Financial bought 1,101 Oracle shares in Q1 2026, an estimated $179K.
  • Oracle made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #150 holding.
  • Convergence Financial first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.