FFA
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Founders Financial Alliance’s Oracle ORCL Stock Holding History

Founders Financial Alliance’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 		$1.16M Buy
7,870
+597
+8% +$97K 0.21% 108
2025
Q4 		$1.42M Buy
7,273
+426
+6% +$101K 0.27% 90
2025
Q3 		$1.93M Buy
6,847
+553
+9% +$141K 0.36% 62
2025
Q2 		$1.38M Buy
6,294
+359
+6% +$58K 0.31% 77
2025
Q1 		$830K Buy
5,935
+778
+15% +$127K 0.2% 106
2024
Q4 		$859K Buy
5,157
+46
+0.9% +$8.17K 0.24% 93
2024
Q3 		$871K Buy
5,111
+63
+1% +$9.13K 0.24% 94
2024
Q2 		$713K Sell
5,048
-32
-0.6% -$3.97K 0.21% 103
2024
Q1 		$638K Buy
5,080
+110
+2% +$12.6K 0.19% 109
2023
Q4 		$524K Buy
4,970
+151
+3% +$16.5K 0.2% 105
2023
Q3 		$510K Sell
4,819
-583
-11% -$67.5K 0.22% 97
2023
Q2 		$643K Buy
5,402
+564
+12% +$58.3K 0.25% 87
2023
Q1 		$457K Sell
4,838
-111
-2% -$9.73K 0.23% 106
2022
Q4 		$405K Sell
4,949
-628
-11% -$47.7K 0.19% 121
2022
Q3 		$341K Sell
5,577
-669
-11% -$49K 0.17% 132
2022
Q2 		$436K Buy
6,246
+789
+14% +$57.8K 0.22% 103
2022
Q1 		$451K Sell
5,457
-50
-0.9% -$4.05K 0.2% 114
2021
Q4 		$480K Buy
5,507
+140
+3% +$13.1K 0.19% 116
2021
Q3 		$468K Sell
5,367
-29
-0.5% -$2.56K 0.22% 105
2021
Q2 		$421K Buy
5,396
+7
+0.1% +$548 0.19% 122
2021
Q1 		$404K Sell
5,389
-153
-3% -$9.91K 0.2% 115
2020
Q4 		$359K Buy
5,542
+223
+4% +$13.3K 0.2% 113
2020
Q3 		$317K Buy
+5,319
New +$302K 0.19% 107

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

Founders Financial Alliance's ORCL Position: Q1 2026 in Review

Founders Financial Alliance increased its Oracle (ORCL) stake by 8.2% in Q1 2026, buying an estimated $97K and bringing the position to 7,870 shares worth $1.16M. The position accounts for 0.21% of the portfolio, ranked #108.

Founders Financial Alliance first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.93M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Founders Financial Alliance held 7,870 shares of Oracle worth $1.16M as of Q1 2026.
  • Founders Financial Alliance bought 597 Oracle shares in Q1 2026, an estimated $97K.
  • Oracle made up 0.21% of Founders Financial Alliance's portfolio in Q1 2026, its #108 holding.
  • Founders Financial Alliance first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Oracle position peaked at $1.93M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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