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Southern Financial Group’s Oracle ORCL Stock Holding History

Southern Financial Group’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 		$490K Buy
3,344
+22
+0.7% +$3.99K 0.13% 40
2026
Q1 		$489K Buy
3,322
+525
+19% +$85.3K 0.14% 38
2025
Q4 		$545K Buy
+2,797
New +$666K 0.16% 30

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Southern Financial Group's ORCL Position: Q2 2026 in Review

Southern Financial Group increased its Oracle (ORCL) stake by 0.66% in Q2 2026, buying an estimated $3.99K and bringing the position to 3,344 shares worth $490K. The position accounts for 0.13% of the portfolio, ranked #40.

Southern Financial Group first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $545K in Q4 2025. 2,022 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Southern Financial Group held 3,344 shares of Oracle worth $490K as of Q2 2026.
  • Southern Financial Group bought 22 Oracle shares in Q2 2026, an estimated $3.99K.
  • Oracle made up 0.13% of Southern Financial Group's portfolio in Q2 2026, its #40 holding.
  • Southern Financial Group first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Oracle position peaked at $545K in Q4 2025.
  • 2,022 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.