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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYM Financial Corp's ORCL Position: Q1 2026 in Review

SYM Financial Corp reduced its Oracle (ORCL) stake by 29% in Q1 2026, selling an estimated $360K and leaving 5,534 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #74.

SYM Financial Corp first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • SYM Financial Corp held 5,534 shares of Oracle worth $814K as of Q1 2026.
  • SYM Financial Corp sold 2,217 Oracle shares in Q1 2026, an estimated $360K.
  • Oracle made up 0.08% of SYM Financial Corp's portfolio in Q1 2026, its #74 holding.
  • SYM Financial Corp first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • SYM Financial Corp's Oracle position peaked at $1.94M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.