Convergence Financial’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
7,133
+3,958
+125% +$717K 0.08% 122
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

Convergence Financial's ORCL Position: Q2 2026 in Review

Convergence Financial increased its Oracle (ORCL) stake by 125% in Q2 2026, buying an estimated $717K and bringing the position to 7,133 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #122.

Convergence Financial first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Convergence Financial held 7,133 shares of Oracle worth $1.05M as of Q2 2026.
  • Convergence Financial bought 3,958 Oracle shares in Q2 2026, an estimated $717K.
  • Oracle made up 0.08% of Convergence Financial's portfolio in Q2 2026, its #122 holding.
  • Convergence Financial first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.