Mechanics Financial Corp’s Oracle ORCL Stock Holding History

Mechanics Financial Corp’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 Q1	$1.72M	Buy	11,663 +59	+0.5%	+$9.59K	0.72%	34
2025 Q4	$2.26M	Buy	11,604 +50	+0.4%	+$11.9K	0.83%	24
2025 Q3	$3.25M	Buy	11,554 +38	+0.3%	+$9.68K	1.23%	16
2025 Q2	$2.52M	Sell	11,516 -43	-0.4%	-$6.94K	1.07%	17
2025 Q1	$1.62M	Hold	11,559	–	–	0.73%	29
2024 Q4	$1.93M	Sell	11,559 -77	-0.7%	-$13.7K	0.87%	24
2024 Q3	$1.98M	Buy	11,636 +140	+1%	+$20.3K	0.87%	23
2024 Q2	$1.62M	Buy	11,496 +798	+7%	+$99.1K	0.83%	25
2024 Q1	$1.34M	Buy	10,698 +3,340	+45%	+$382K	0.7%	33
2023 Q4	$776K	Sell	7,358 -1	-0%	-$109	0.44%	52
2023 Q3	$779K	Hold	7,359	–	–	0.43%	50
2023 Q2	$876K	Sell	7,359 -200	-3%	-$20.7K	0.48%	47
2023 Q1	$702K	Hold	7,559	–	–	0.41%	49
2022 Q4	$618K	Hold	7,559	–	–	0.37%	55
2022 Q3	$462K	Hold	7,559	–	–	0.3%	62
2022 Q2	$528K	Sell	7,559 -1,603	-17%	-$117K	0.32%	60
2022 Q1	$758K	Sell	9,162 -50	-0.5%	-$4.05K	0.39%	50
2021 Q4	$803K	Buy	+9,212	New	+$865K	0.38%	51

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mechanics Financial Corp's ORCL Position: Q1 2026 in Review

Mechanics Financial Corp increased its Oracle (ORCL) stake by 0.51% in Q1 2026, buying an estimated $9.59K and bringing the position to 11,663 shares worth $1.72M. The position accounts for 0.72% of the portfolio, ranked #34.

Mechanics Financial Corp first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.25M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Mechanics Financial Corp held 11,663 shares of Oracle worth $1.72M as of Q1 2026.
Mechanics Financial Corp bought 59 Oracle shares in Q1 2026, an estimated $9.59K.
Oracle made up 0.72% of Mechanics Financial Corp's portfolio in Q1 2026, its #34 holding.
Mechanics Financial Corp first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Oracle position peaked at $3.25M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.