Formidable Asset Management’s Oracle Corp Preferred Stock Series D ORCL.PRD Stock Holding History

Formidable Asset Management’s Portfolio ORCL.PRD Stock Details ORCL.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$275K	Buy	+6,125	New	+$272K	0.04%	345

Other funds holding ORCL.PRD

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Advent Capital Management New York $4.34B AUM 0.69% 1-Year Est. Return

Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Compass Rose Asset Management New York $1.03B AUM 13.02% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SSI Investment Management Los Angeles, California $1.58B AUM 5.31% 1-Year Est. Return

Formidable Asset Management's ORCL.PRD Position: Q3 2026 in Review

Formidable Asset Management opened a new position in Oracle Corp Preferred Stock Series D (ORCL.PRD) in Q3 2026: 6,125 shares worth $275K. The stake represents 0.04% of the portfolio and ranks #345 among its holdings.

49 funds tracked by Wall St. Rank hold ORCL.PRD as of Q3 2026.

Formidable Asset Management held 6,125 shares of Oracle Corp Preferred Stock Series D worth $275K as of Q3 2026.
Oracle Corp Preferred Stock Series D was a new Formidable Asset Management position in Q3 2026.
Oracle Corp Preferred Stock Series D made up 0.04% of Formidable Asset Management's portfolio in Q3 2026, its #345 holding.
49 funds tracked by Wall St. Rank held Oracle Corp Preferred Stock Series D as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.