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Dickmeyer Boyce Financial Management’s Oracle ORCL Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$347K Buy
2,524
+4
+0.2% +$564 0.18% 103
2026
Q2 		$369K Buy
2,520
+118
+5% +$21.4K 0.19% 103
2026
Q1 		$353K Buy
+2,402
New +$390K 0.21% 95

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Dickmeyer Boyce Financial Management's ORCL Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Oracle (ORCL) stake by 0.16% in Q3 2026, buying an estimated $564 and bringing the position to 2,524 shares worth $347K. The position accounts for 0.18% of the portfolio, ranked #103.

Dickmeyer Boyce Financial Management first reported a position in ORCL in Q1 2026 and has held it in 3 quarters since. The position peaked at $369K in Q2 2026. 116 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 2,524 shares of Oracle worth $347K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 4 Oracle shares in Q3 2026, an estimated $564.
  • Oracle made up 0.18% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #103 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Oracle in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Oracle position peaked at $369K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.