Founders Financial Alliance’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
$1.14M Sell
7,756
-114
-1% -$20.7K 0.15% 136
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

Founders Financial Alliance's ORCL Position: Q2 2026 in Review

Founders Financial Alliance reduced its Oracle (ORCL) stake by 1.4% in Q2 2026, selling an estimated $20.7K and leaving 7,756 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #136.

Founders Financial Alliance first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.93M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Founders Financial Alliance held 7,756 shares of Oracle worth $1.14M as of Q2 2026.
  • Founders Financial Alliance sold 114 Oracle shares in Q2 2026, an estimated $20.7K.
  • Oracle made up 0.15% of Founders Financial Alliance's portfolio in Q2 2026, its #136 holding.
  • Founders Financial Alliance first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Oracle position peaked at $1.93M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.