FFA
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Farther Finance Advisors’s Oracle ORCL Stock Holding History

Farther Finance Advisors’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 		$18.1M Buy
132,055
+3,906
+3% +$551K 0.13% 137
2026
Q2 		$18.8M Buy
128,149
+16,249
+15% +$2.94M 0.15% 122
2026
Q1 		$16.3M Buy
111,900
+6,799
+6% +$1.11M 0.15% 121
2025
Q4 		$20.5M Buy
105,101
+32,369
+45% +$7.71M 0.22% 86
2025
Q3 		$20.5M Buy
72,732
+901
+1% +$229K 0.31% 61
2025
Q2 		$15.7M Buy
71,831
+10,425
+17% +$1.68M 0.31% 58
2025
Q1 		$8.72M Buy
61,406
+12,752
+26% +$2.08M 0.22% 95
2024
Q4 		$8.11M Buy
48,654
+6,588
+16% +$1.17M 0.29% 75
2024
Q3 		$7.17M Buy
42,066
+6,728
+19% +$975K 0.27% 75
2024
Q2 		$5.06M Buy
35,338
+4,289
+14% +$533K 0.25% 77
2024
Q1 		$3.9M Buy
31,049
+1,245
+4% +$142K 0.24% 86
2023
Q4 		$3.14M Buy
29,804
+19,745
+196% +$2.15M 0.23% 86
2023
Q3 		$1.07M Buy
10,059
+3,979
+65% +$461K 0.17% 115
2023
Q2 		$724K Buy
6,080
+825
+16% +$85.3K 0.16% 119
2023
Q1 		$488K Buy
5,255
+2,804
+114% +$246K 0.14% 133
2022
Q4 		$200K Buy
+2,451
New +$186K 0.08% 219

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
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
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Farther Finance Advisors's ORCL Position: Q3 2026 in Review

Farther Finance Advisors increased its Oracle (ORCL) stake by 3% in Q3 2026, buying an estimated $551K and bringing the position to 132,055 shares worth $18.1M. The position accounts for 0.13% of the portfolio, ranked #137.

Farther Finance Advisors first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $20.5M in Q4 2025. 116 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Farther Finance Advisors held 132,055 shares of Oracle worth $18.1M as of Q3 2026.
  • Farther Finance Advisors bought 3,906 Oracle shares in Q3 2026, an estimated $551K.
  • Oracle made up 0.13% of Farther Finance Advisors's portfolio in Q3 2026, its #137 holding.
  • Farther Finance Advisors first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Oracle position peaked at $20.5M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.