Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$266K Buy
1,817
+7
+0.4% +$1.27K 0.21% 149
2026
Q1
$266K Buy
1,810
+113
+7% +$18.4K 0.26% 125
2025
Q4
$331K Buy
+1,697
New +$404K 0.33% 92

Other funds holding ORCL

JMN Financial's ORCL Position: Q2 2026 in Review

JMN Financial increased its Oracle (ORCL) stake by 0.39% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,817 shares worth $266K. The position accounts for 0.21% of the portfolio, ranked #149.

JMN Financial first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $331K in Q4 2025. 3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • JMN Financial held 1,817 shares of Oracle worth $266K as of Q2 2026.
  • JMN Financial bought 7 Oracle shares in Q2 2026, an estimated $1.27K.
  • Oracle made up 0.21% of JMN Financial's portfolio in Q2 2026, its #149 holding.
  • JMN Financial first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's Oracle position peaked at $331K in Q4 2025.
  • 3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.