Register Financial Advisors
ORCL icon

Register Financial Advisors’s Oracle ORCL Stock Holding History

Register Financial Advisors’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 		$777K Buy
5,658
+117
+2% +$16.5K 0.24% 99
2026
Q2 		$812K Buy
5,541
+160
+3% +$29K 0.25% 102
2026
Q1 		$792K Sell
5,381
-24
-0.4% -$3.9K 0.29% 88
2025
Q4 		$1.05M Buy
5,405
+400
+8% +$95.2K 0.41% 72
2025
Q3 		$1.41M Sell
5,005
-54
-1% -$13.8K 0.55% 54
2025
Q2 		$1.11M Sell
5,059
-799
-14% -$129K 0.48% 63
2025
Q1 		$819K Sell
5,858
-99
-2% -$16.1K 0.43% 64
2024
Q4 		$993K Buy
5,957
+425
+8% +$75.5K 0.5% 54
2024
Q3 		$943K Buy
5,532
+2
+0% +$290 0.48% 54
2024
Q2 		$781K Buy
5,530
+2
+0% +$248 0.39% 69
2024
Q1 		$694K Buy
5,528
+468
+9% +$53.6K 0.36% 68
2023
Q4 		$533K Buy
5,060
+1,026
+25% +$112K 0.36% 77
2023
Q3 		$427K Sell
4,034
-66
-2% -$7.64K 0.31% 78
2023
Q2 		$488K Buy
4,100
+1
+0% +$103 0.35% 73
2023
Q1 		$381K Buy
4,099
+1,226
+43% +$108K 0.3% 86
2022
Q4 		$235K Buy
+2,873
New +$218K 0.15% 138

Other funds holding ORCL

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Register Financial Advisors's ORCL Position: Q3 2026 in Review

Register Financial Advisors increased its Oracle (ORCL) stake by 2.1% in Q3 2026, buying an estimated $16.5K and bringing the position to 5,658 shares worth $777K. The position accounts for 0.24% of the portfolio, ranked #99.

Register Financial Advisors first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q3 2025. 1,951 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Register Financial Advisors held 5,658 shares of Oracle worth $777K as of Q3 2026.
  • Register Financial Advisors bought 117 Oracle shares in Q3 2026, an estimated $16.5K.
  • Oracle made up 0.24% of Register Financial Advisors's portfolio in Q3 2026, its #99 holding.
  • Register Financial Advisors first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's Oracle position peaked at $1.41M in Q3 2025.
  • 1,951 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.