Nations Financial Group
ORCL icon

Nations Financial Group’s Oracle ORCL Stock Holding History

Nations 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
Q3 		$4.09M Buy
29,787
+13,215
+80% +$1.86M 0.2% 106
2026
Q2 		$2.43M Sell
16,572
-14,218
-46% -$2.58M 0.12% 190
2026
Q1 		$4.53M Buy
30,790
+9
+0% +$1.46K 0.23% 104
2025
Q4 		$6M Buy
30,781
+1,674
+6% +$399K 0.32% 76
2025
Q3 		$8.19M Sell
29,107
-1,899
-6% -$484K 0.51% 37
2025
Q2 		$6.78M Buy
31,006
+314
+1% +$50.7K 0.47% 43
2025
Q1 		$4.29M Buy
30,692
+9,422
+44% +$1.53M 0.33% 70
2024
Q4 		$3.54M Buy
21,270
+448
+2% +$79.6K 0.26% 98
2024
Q3 		$3.55M Sell
20,822
-6,148
-23% -$891K 0.26% 94
2024
Q2 		$3.81M Sell
26,970
-216
-0.8% -$26.8K 0.31% 72
2024
Q1 		$3.41M Sell
27,186
-18,656
-41% -$2.14M 0.29% 81
2023
Q4 		$4.83M Buy
45,842
+366
+0.8% +$39.9K 0.45% 46
2023
Q3 		$4.82M Buy
45,476
+11,754
+35% +$1.36M 0.48% 40
2023
Q2 		$4.02M Buy
33,722
+6,940
+26% +$718K 0.39% 51
2023
Q1 		$2.49M Buy
26,782
+17,083
+176% +$1.5M 0.26% 100
2022
Q4 		$793K Sell
9,699
-2
-0% -$152 0.09% 258
2022
Q3 		$592K Buy
9,701
+788
+9% +$57.7K 0.09% 253
2022
Q2 		$623K Buy
8,913
+100
+1% +$7.32K 0.08% 259
2022
Q1 		$729K Buy
+8,813
New +$714K 0.09% 245

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nations Financial Group's ORCL Position: Q3 2026 in Review

Nations Financial Group increased its Oracle (ORCL) stake by 80% in Q3 2026, buying an estimated $1.86M and bringing the position to 29,787 shares worth $4.09M. The position accounts for 0.2% of the portfolio, ranked #106.

Nations Financial Group first reported a position in ORCL in Q1 2022 and has held it in 19 quarters since. The position peaked at $8.19M in Q3 2025. 2,626 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Nations Financial Group held 29,787 shares of Oracle worth $4.09M as of Q3 2026.
  • Nations Financial Group bought 13,215 Oracle shares in Q3 2026, an estimated $1.86M.
  • Oracle made up 0.2% of Nations Financial Group's portfolio in Q3 2026, its #106 holding.
  • Nations Financial Group first reported a position in Oracle in Q1 2022 and has held it in 19 quarters since.
  • Nations Financial Group's Oracle position peaked at $8.19M in Q3 2025.
  • 2,626 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.