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Patriot Financial Group Insurance Agency’s Oracle ORCL Stock Holding History

Patriot Financial Group Insurance Agency’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 		$2.73M Sell
18,638
-14,378
-44% -$2.61M 0.28% 97
2026
Q1 		$4.86M Buy
33,016
+6,803
+26% +$1.11M 0.27% 101
2025
Q4 		$5.11M Sell
26,213
-440
-2% -$105K 0.61% 39
2025
Q3 		$7.5M Buy
26,653
+3,947
+17% +$1.01M 0.96% 15
2025
Q2 		$4.96M Buy
22,706
+3,959
+21% +$639K 0.57% 39
2025
Q1 		$2.62M Buy
18,747
+207
+1% +$33.7K 0.35% 65
2024
Q4 		$3.09M Buy
18,540
+966
+5% +$172K 0.41% 55
2024
Q3 		$2.99M Sell
17,574
-137
-0.8% -$19.8K 0.4% 54
2024
Q2 		$2.5M Buy
17,711
+1,883
+12% +$234K 0.37% 56
2024
Q1 		$1.99M Buy
15,828
+2,386
+18% +$273K 0.32% 68
2023
Q4 		$1.42M Buy
13,442
+1,914
+17% +$209K 0.27% 89
2023
Q3 		$1.22M Buy
11,528
+2,819
+32% +$326K 0.25% 99
2023
Q2 		$1.04M Buy
8,709
+2,252
+35% +$233K 0.2% 125
2023
Q1 		$600K Buy
6,457
+3,398
+111% +$298K 0.12% 193
2022
Q4 		$250K Buy
+3,059
New +$232K 0.03% 355
2022
Q3 		– Sell
-2,547
Closed -$178K – 1460
2022
Q2 		$178K Buy
2,547
+70
+3% +$5.12K 0.04% 403
2022
Q1 		$205K Sell
2,477
-1,098
-31% -$88.9K 0.04% 407
2021
Q4 		$312K Sell
3,575
-1,535
-30% -$144K 0.05% 340
2021
Q3 		$445K Buy
5,110
+212
+4% +$18.7K 0.08% 260
2021
Q2 		$381K Buy
4,898
+1,016
+26% +$79.5K 0.07% 285
2021
Q1 		$272K Buy
3,882
+481
+14% +$31.1K 0.06% 311
2020
Q4 		$220K Buy
3,401
+1,847
+119% +$110K 0.06% 324
2020
Q3 		$93K Buy
1,554
+82
+6% +$4.66K 0.03% 406
2020
Q2 		$81K Buy
1,472
+145
+11% +$7.68K 0.03% 402
2020
Q1 		$64K Buy
1,327
+1,024
+338% +$52.9K 0.03% 403
2019
Q4 		$16K Buy
303
+124
+69% +$6.83K 0.01% 737
2019
Q3 		$10K Buy
179
+5
+3% +$276 ﹤0.01% 807
2019
Q2 		$10K Sell
174
-2
-1% -$108 ﹤0.01% 811
2019
Q1 		$9K Sell
176
-616
-78% -$31.4K ﹤0.01% 733
2018
Q4 		$36K Sell
792
-325
-29% -$15.6K 0.02% 374
2018
Q3 		$58K Buy
1,117
+711
+175% +$34.5K 0.03% 281
2018
Q2 		$18K Sell
406
-1,021
-72% -$47K 0.02% 311
2018
Q1 		$64K Sell
1,427
-74
-5% -$3.68K 0.05% 279
2017
Q4 		$69K Buy
1,501
+285
+23% +$14K 0.05% 254
2017
Q3 		$59K Buy
1,216
+119
+11% +$5.92K 0.05% 233
2017
Q2 		$54K Buy
1,097
+179
+19% +$8.16K 0.06% 229
2017
Q1 		$41K Buy
918
+652
+245% +$27.1K 0.04% 248
2016
Q4 		$11K Buy
+266
New +$10.4K 0.02% 449

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Patriot Financial Group Insurance Agency's ORCL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Oracle (ORCL) stake by 44% in Q2 2026, selling an estimated $2.61M and leaving 18,638 shares worth $2.73M. The position accounts for 0.28% of the portfolio, ranked #97.

Patriot Financial Group Insurance Agency first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.5M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 18,638 shares of Oracle worth $2.73M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 14,378 Oracle shares in Q2 2026, an estimated $2.61M.
  • Oracle made up 0.28% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #97 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's Oracle position peaked at $7.5M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.