PFP
ORCL icon

Polaris Financial Partners’s Oracle ORCL Stock Holding History

Polaris Financial Partners’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 		$103K Buy
+752
New +$106K 0.05% 130

Other funds holding ORCL

VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Polaris Financial Partners's ORCL Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Oracle (ORCL) in Q3 2026: 752 shares worth $103K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings.

23 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Polaris Financial Partners held 752 shares of Oracle worth $103K as of Q3 2026.
  • Oracle was a new Polaris Financial Partners position in Q3 2026.
  • Oracle made up 0.05% of Polaris Financial Partners's portfolio in Q3 2026, its #130 holding.
  • 23 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.