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TFC Financial Management’s Oracle ORCL Stock Holding History

TFC Financial Management’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 		$15.8K Buy
108
+16
+17% +$2.9K ﹤0.01% 391
2026
Q1 		$13.5K Sell
92
-121
-57% -$19.7K ﹤0.01% 387
2025
Q4 		$41.5K Hold
213
– – 0.01% 289
2025
Q3 		$59.9K Hold
213
– – 0.01% 251
2025
Q2 		$46.6K Hold
213
– – 0.01% 266
2025
Q1 		$29.8K Hold
213
– – ﹤0.01% 291
2024
Q4 		$35.5K Buy
213
+120
+129% +$21.3K 0.01% 274
2024
Q3 		$15.8K Hold
93
– – ﹤0.01% 341
2024
Q2 		$13.1K Sell
93
-1
-1% -$124 ﹤0.01% 326
2024
Q1 		$11.8K Buy
94
+8
+9% +$916 ﹤0.01% 324
2023
Q4 		$9.07K Buy
86
+3
+4% +$327 ﹤0.01% 337
2023
Q3 		$8.79K Sell
83
-3
-3% -$347 ﹤0.01% 355
2023
Q2 		$10.2K Buy
86
+11
+15% +$1.14K ﹤0.01% 334
2023
Q1 		$6.97K Buy
75
+18
+32% +$1.58K ﹤0.01% 386
2022
Q4 		$4.66K Hold
57
– – ﹤0.01% 341
2022
Q3 		$3K Hold
57
– – ﹤0.01% 378
2022
Q2 		$4K Sell
57
-200
-78% -$14.6K ﹤0.01% 352
2022
Q1 		$21K Buy
257
+200
+351% +$16.2K 0.01% 253
2021
Q4 		$5K Hold
57
– – ﹤0.01% 393
2021
Q3 		$5K Hold
57
– – ﹤0.01% 388
2021
Q2 		$4K Hold
57
– – ﹤0.01% 391
2021
Q1 		$4K Sell
57
-1,000
-95% -$64.7K ﹤0.01% 384
2020
Q4 		$68K Hold
1,057
– – 0.03% 171
2020
Q3 		$63K Buy
+1,057
New +$60K 0.03% 159

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

TFC Financial Management's ORCL Position: Q2 2026 in Review

TFC Financial Management increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $2.9K and bringing the position to 108 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

TFC Financial Management first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $68K in Q4 2020. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • TFC Financial Management held 108 shares of Oracle worth $15.8K as of Q2 2026.
  • TFC Financial Management bought 16 Oracle shares in Q2 2026, an estimated $2.9K.
  • Oracle made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #391 holding.
  • TFC Financial Management first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Oracle position peaked at $68K in Q4 2020.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.