KFI
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Key Financial Inc’s Oracle ORCL Stock Holding History

Key Financial Inc’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 		$2.08M Buy
14,220
+17
+0.1% +$3.08K 0.34% 53
2026
Q1 		$2.09M Buy
14,203
+62
+0.4% +$10.1K 0.37% 55
2025
Q4 		$2.76M Hold
14,141
– – 0.5% 42
2025
Q3 		$4.09M Buy
14,141
+6,323
+81% +$1.61M 0.76% 31
2025
Q2 		$1.71M Buy
7,818
+1,191
+18% +$192K 0.34% 56
2025
Q1 		$927K Buy
6,627
+111
+2% +$18.1K 0.2% 91
2024
Q4 		$1.09M Sell
6,516
-111
-2% -$19.7K 0.25% 75
2024
Q3 		$1.13M Buy
6,627
+27
+0.4% +$3.91K 0.25% 72
2024
Q2 		$932K Buy
6,600
+80
+1% +$9.94K 0.22% 78
2024
Q1 		$819K Sell
6,520
-396
-6% -$45.3K 0.21% 88
2023
Q4 		$729K Buy
6,916
+396
+6% +$43.2K 0.2% 93
2023
Q3 		$691K Hold
6,520
– – 0.23% 84
2023
Q2 		$776K Buy
6,520
+142
+2% +$14.7K 0.26% 76
2023
Q1 		$593K Hold
6,378
– – 0.22% 89
2022
Q4 		$390K Hold
6,378
– – 0.18% 106
2022
Q3 		$390K Hold
6,378
– – 0.18% 107
2022
Q2 		$452K Hold
6,378
– – 0.24% 77
2022
Q1 		$528K Buy
6,378
+555
+10% +$44.9K 0.26% 72
2021
Q4 		$508K Hold
5,823
– – 0.25% 74
2021
Q3 		$507K Hold
5,823
– – 0.29% 68
2021
Q2 		$507K Sell
5,823
-12
-0.2% -$939 0.28% 72
2021
Q1 		$409K Sell
5,835
-129
-2% -$8.35K 0.27% 75
2020
Q4 		$386K Buy
5,964
+211
+4% +$12.6K 0.29% 69
2020
Q3 		$343K Hold
5,753
– – 0.35% 70
2020
Q2 		$315K Hold
5,753
– – 0.36% 71
2020
Q1 		$290K Sell
5,753
-1,000
-15% -$51.6K 0.3% 68
2019
Q4 		$358K Buy
+6,753
New +$372K 0.34% 67

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Key Financial Inc's ORCL Position: Q2 2026 in Review

Key Financial Inc increased its Oracle (ORCL) stake by 0.12% in Q2 2026, buying an estimated $3.08K and bringing the position to 14,220 shares worth $2.08M. The position accounts for 0.34% of the portfolio, ranked #53.

Key Financial Inc first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.09M in Q3 2025. 1,425 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Key Financial Inc held 14,220 shares of Oracle worth $2.08M as of Q2 2026.
  • Key Financial Inc bought 17 Oracle shares in Q2 2026, an estimated $3.08K.
  • Oracle made up 0.34% of Key Financial Inc's portfolio in Q2 2026, its #53 holding.
  • Key Financial Inc first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Oracle position peaked at $4.09M in Q3 2025.
  • 1,425 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.