Founders Financial Securities
ORCL icon

Founders Financial Securities’s Oracle ORCL Stock Holding History

Founders Financial Securities’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 		$501K Sell
3,646
-7,876
-68% -$1.11M 0.02% 412
2026
Q2 		$1.69M Buy
11,522
+1,046
+10% +$190K 0.09% 221
2026
Q1 		$1.44M Sell
10,476
-5,348
-34% -$869K 0.08% 234
2025
Q4 		$3.08M Buy
15,824
+2,702
+21% +$643K 0.18% 101
2025
Q3 		$3.69M Buy
13,122
+1,953
+17% +$497K 0.25% 79
2025
Q2 		$2.44M Buy
11,169
+170
+2% +$27.5K 0.19% 109
2025
Q1 		$1.54M Sell
10,999
-293
-3% -$47.7K 0.13% 148
2024
Q4 		$1.88M Sell
11,292
-727
-6% -$129K 0.17% 116
2024
Q3 		$2.05M Sell
12,019
-241
-2% -$34.9K 0.19% 106
2024
Q2 		$1.73M Buy
12,260
+492
+4% +$61.1K 0.16% 120
2024
Q1 		$1.48M Buy
11,768
+1,210
+11% +$138K 0.16% 123
2023
Q4 		$1.11M Buy
10,558
+360
+4% +$39.3K 0.12% 144
2023
Q3 		$1.08M Sell
10,198
-978
-9% -$113K 0.14% 128
2023
Q2 		$1.33M Sell
11,176
-1,777
-14% -$184K 0.18% 113
2023
Q1 		$1.2M Buy
12,953
+618
+5% +$54.2K 0.17% 116
2022
Q4 		$1.01M Buy
12,335
+836
+7% +$63.5K 0.16% 136
2022
Q3 		$702K Buy
11,499
+810
+8% +$59.3K 0.12% 150
2022
Q2 		$747K Buy
10,689
+1,598
+18% +$117K 0.15% 125
2022
Q1 		$752K Sell
9,091
-15,913
-64% -$1.29M 0.13% 140
2021
Q4 		$2.18M Buy
25,004
+871
+4% +$81.8K 0.39% 62
2021
Q3 		$2.1M Buy
24,133
+939
+4% +$82.9K 0.42% 52
2021
Q2 		$1.8M Buy
23,194
+2,001
+9% +$157K 0.36% 59
2021
Q1 		$1.49M Buy
21,193
+3,609
+21% +$234K 0.34% 54
2020
Q4 		$1.14M Buy
17,584
+1,141
+7% +$67.9K 0.27% 64
2020
Q3 		$982K Buy
16,443
+1,765
+12% +$100K 0.31% 55
2020
Q2 		$811K Buy
14,678
+332
+2% +$17.6K 0.26% 69
2020
Q1 		$693K Buy
+14,346
New +$740K 0.26% 57

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Founders Financial Securities's ORCL Position: Q3 2026 in Review

Founders Financial Securities reduced its Oracle (ORCL) stake by 68% in Q3 2026, selling an estimated $1.11M and leaving 3,646 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #412.

Founders Financial Securities first reported a position in ORCL in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.69M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Founders Financial Securities held 3,646 shares of Oracle worth $501K as of Q3 2026.
  • Founders Financial Securities sold 7,876 Oracle shares in Q3 2026, an estimated $1.11M.
  • Oracle made up 0.02% of Founders Financial Securities's portfolio in Q3 2026, its #412 holding.
  • Founders Financial Securities first reported a position in Oracle in Q1 2020 and has held it in 27 quarters since.
  • Founders Financial Securities's Oracle position peaked at $3.69M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.