Security National Bank’s Oracle ORCL Stock Holding History

Security National Bank’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	–	Sell	-30	Closed	-$4.41K	–	428
2026 Q1	$4.41K	Sell	30 -223	-88%	-$36.2K	﹤0.01%	350
2025 Q4	$49.3K	Buy	253 +180	+247%	+$42.9K	0.01%	238
2025 Q3	$20.5K	Hold	73	–	–	﹤0.01%	283
2025 Q2	$16K	Hold	73	–	–	﹤0.01%	266
2025 Q1	$10.2K	Buy	73 +18	+33%	+$2.93K	﹤0.01%	282
2024 Q4	$9.16K	Buy	+55	New	+$9.77K	﹤0.01%	283
2018 Q2	–	Sell	-31,248	Closed	-$1.43M	–	64
2018 Q1	$1.43M	Buy	31,248 +1,025	+3%	+$51K	0.96%	41
2017 Q4	$1.43M	Sell	30,223 -79	-0.3%	-$3.88K	0.93%	40
2017 Q3	$1.47M	Buy	30,302 +262	+0.9%	+$13K	1%	41
2017 Q2	$1.51M	Buy	30,040 +1,210	+4%	+$55.1K	1.1%	38
2017 Q1	$1.29M	Buy	+28,830	New	+$1.2M	0.96%	39

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Security National Bank's ORCL Position: Q2 2026 in Review

Security National Bank sold out of Oracle (ORCL) in Q2 2026, closing a stake of 30 shares — an estimated $4.41K sold.

Security National Bank first reported a position in ORCL in Q1 2017 and held it in 11 quarters. The position peaked at $1.51M in Q2 2017. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Security National Bank reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Security National Bank sold 30 Oracle shares in Q2 2026, an estimated $4.41K.
Security National Bank first reported a position in Oracle in Q1 2017 and held it in 11 quarters.
Security National Bank's Oracle position peaked at $1.51M in Q2 2017.
3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.