Phoenix Financial
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Phoenix Financial’s Oracle ORCL Stock Holding History

Phoenix Financial’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
2024
Q2 		– Sell
-15,500
Closed -$1.95K – 417
2024
Q1 		$1.95K Buy
+15,500
New +$1.77M ﹤0.01% 417

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Phoenix Financial's ORCL Position: Q3 2026 in Review

Phoenix Financial increased its Oracle (ORCL) stake by 242% in Q3 2026, buying an estimated $74.4M and bringing the position to 745,433 shares worth $102M. The position accounts for 0.69% of the portfolio, ranked #38.

Phoenix Financial first reported a position in ORCL in Q3 2019 and has held it in 18 quarters since. The position peaked at $160M in Q1 2024. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Phoenix Financial held 745,433 shares of Oracle worth $102M as of Q3 2026.
  • Phoenix Financial bought 527,208 Oracle shares in Q3 2026, an estimated $74.4M.
  • Oracle made up 0.69% of Phoenix Financial's portfolio in Q3 2026, its #38 holding.
  • Phoenix Financial first reported a position in Oracle in Q3 2019 and has held it in 18 quarters since.
  • Phoenix Financial's Oracle position peaked at $160M in Q1 2024.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.