JCFM
ORCL icon

JBR Co Financial Management’s Oracle ORCL Stock Holding History

JBR Co Financial Management’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 		$610K Buy
4,165
+310
+8% +$56.2K 0.22% 77
2026
Q1 		$751K Hold
3,855
– – 0.31% 62
2025
Q4 		$751K Buy
3,855
+2,975
+338% +$708K 0.31% 62
2025
Q3 		$247K Buy
+880
New +$224K 0.1% 103

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JBR Co Financial Management's ORCL Position: Q2 2026 in Review

JBR Co Financial Management increased its Oracle (ORCL) stake by 8% in Q2 2026, buying an estimated $56.2K and bringing the position to 4,165 shares worth $610K. The position accounts for 0.22% of the portfolio, ranked #77.

JBR Co Financial Management first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $751K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • JBR Co Financial Management held 4,165 shares of Oracle worth $610K as of Q2 2026.
  • JBR Co Financial Management bought 310 Oracle shares in Q2 2026, an estimated $56.2K.
  • Oracle made up 0.22% of JBR Co Financial Management's portfolio in Q2 2026, its #77 holding.
  • JBR Co Financial Management first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • JBR Co Financial Management's Oracle position peaked at $751K in Q1 2026.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.