IFG
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Independent Financial Group’s Oracle ORCL Stock Holding History

Independent Financial Group’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
Q2 		$4.27M Buy
29,150
+4,140
+17% +$750K 0.08% 244
2026
Q1 		$3.68M Sell
25,010
-1,808
-7% -$294K 0.08% 238
2025
Q4 		$5.23M Sell
26,818
-635
-2% -$151K 0.12% 165
2025
Q3 		$7.72M Buy
27,453
+6,708
+32% +$1.71M 0.19% 105
2025
Q2 		$4.54M Buy
20,745
+138
+0.7% +$22.3K 0.13% 157
2025
Q1 		$2.88M Sell
20,607
-3,429
-14% -$558K 0.1% 204
2024
Q4 		$4.01M Buy
24,036
+3,118
+15% +$554K 0.13% 140
2024
Q3 		$3.56M Buy
20,918
+4,501
+27% +$652K 0.13% 148
2024
Q2 		$2.32M Buy
16,417
+1,669
+11% +$207K 0.09% 206
2024
Q1 		$1.85M Sell
14,748
-1,060
-7% -$121K 0.09% 237
2023
Q4 		$1.67M Buy
15,808
+208
+1% +$22.7K 0.09% 238
2023
Q3 		$1.65M Sell
15,600
-9,014
-37% -$1.04M 0.11% 213
2023
Q2 		$2.93M Buy
24,614
+13,686
+125% +$1.42M 0.2% 106
2023
Q1 		$1.02M Buy
10,928
+1,279
+13% +$112K 0.08% 278
2022
Q4 		$789K Buy
9,649
+917
+11% +$69.7K 0.07% 306
2022
Q3 		$533K Buy
8,732
+1,617
+23% +$118K 0.05% 379
2022
Q2 		$497K Buy
7,115
+1,788
+34% +$131K 0.05% 390
2022
Q1 		$441K Buy
5,327
+532
+11% +$43.1K 0.04% 466
2021
Q4 		$418K Sell
4,795
-324
-6% -$30.4K 0.03% 472
2021
Q3 		$446K Sell
5,119
-99
-2% -$8.74K 0.05% 395
2021
Q2 		$406K Buy
5,218
+2
+0% +$157 0.04% 430
2021
Q1 		$366K Sell
5,216
-5,108
-49% -$331K 0.05% 407
2020
Q4 		$668K Buy
10,324
+44
+0.4% +$2.62K 0.1% 237
2020
Q3 		$614K Sell
10,280
-400
-4% -$22.7K 0.12% 199
2020
Q2 		$590K Sell
10,680
-68
-0.6% -$3.6K 0.13% 186
2020
Q1 		$519K Buy
+10,748
New +$555K 0.15% 164

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Financial Group's ORCL Position: Q2 2026 in Review

Independent Financial Group increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $750K and bringing the position to 29,150 shares worth $4.27M. The position accounts for 0.08% of the portfolio, ranked #244.

Independent Financial Group first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.72M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Independent Financial Group held 29,150 shares of Oracle worth $4.27M as of Q2 2026.
  • Independent Financial Group bought 4,140 Oracle shares in Q2 2026, an estimated $750K.
  • Oracle made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #244 holding.
  • Independent Financial Group first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Oracle position peaked at $7.72M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.