TCFG Investment Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$635K Buy
4,333
+1,211
+39% +$219K 0.21% 123
2026
Q1
$459K Buy
+3,122
New +$507K 0.17% 136

Other funds holding ORCL

TCFG Investment Advisors's ORCL Position: Q2 2026 in Review

TCFG Investment Advisors increased its Oracle (ORCL) stake by 39% in Q2 2026, buying an estimated $219K and bringing the position to 4,333 shares worth $635K. The position accounts for 0.21% of the portfolio, ranked #123.

TCFG Investment Advisors first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • TCFG Investment Advisors held 4,333 shares of Oracle worth $635K as of Q2 2026.
  • TCFG Investment Advisors bought 1,211 Oracle shares in Q2 2026, an estimated $219K.
  • Oracle made up 0.21% of TCFG Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • TCFG Investment Advisors first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.