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SYM Financial Corp’s Oracle ORCL Stock Holding History

SYM Financial Corp’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 		$1.02M Buy
6,987
+1,453
+26% +$263K 0.08% 70
2026
Q1 		$814K Sell
5,534
-2,217
-29% -$360K 0.08% 74
2025
Q4 		$1.51M Buy
7,751
+839
+12% +$200K 0.16% 39
2025
Q3 		$1.94M Buy
6,912
+338
+5% +$86.1K 0.21% 34
2025
Q2 		$1.44M Buy
6,574
+2,690
+69% +$434K 0.16% 37
2025
Q1 		$543K Sell
3,884
-89
-2% -$14.5K 0.07% 99
2024
Q4 		$662K Buy
3,973
+403
+11% +$71.6K 0.09% 73
2024
Q3 		$608K Buy
3,570
+46
+1% +$6.66K 0.08% 61
2024
Q2 		$498K Buy
3,524
+332
+10% +$41.2K 0.08% 56
2024
Q1 		$401K Buy
3,192
+64
+2% +$7.33K 0.07% 55
2023
Q4 		$330K Buy
+3,128
New +$341K 0.05% 69

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SYM Financial Corp's ORCL Position: Q2 2026 in Review

SYM Financial Corp increased its Oracle (ORCL) stake by 26% in Q2 2026, buying an estimated $263K and bringing the position to 6,987 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #70.

SYM Financial Corp first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SYM Financial Corp held 6,987 shares of Oracle worth $1.02M as of Q2 2026.
  • SYM Financial Corp bought 1,453 Oracle shares in Q2 2026, an estimated $263K.
  • Oracle made up 0.08% of SYM Financial Corp's portfolio in Q2 2026, its #70 holding.
  • SYM Financial Corp first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • SYM Financial Corp's Oracle position peaked at $1.94M in Q3 2025.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.