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Western Financial Corp’s Oracle ORCL Stock Holding History

Western 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 		– Sell
-3,565
Closed -$695K – 139
2025
Q4 		$695K Buy
3,565
+412
+13% +$98.1K 0.28% 76
2025
Q3 		$887K Sell
3,153
-1,053
-25% -$268K 0.39% 63
2025
Q2 		$920K Sell
4,206
-2,779
-40% -$449K 0.49% 58
2025
Q1 		$977K Sell
6,985
-7,597
-52% -$1.24M 0.57% 53
2024
Q4 		$2.43M Buy
+14,582
New +$2.59M 1.34% 11

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

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

Western Financial Corp sold out of Oracle (ORCL) in Q1 2026, closing a stake of 3,565 shares — an estimated $695K sold.

Western Financial Corp first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $2.43M in Q4 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Western Financial Corp reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 3,565 Oracle shares in Q1 2026, an estimated $695K.
  • Western Financial Corp first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Western Financial Corp's Oracle position peaked at $2.43M in Q4 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.