Position in ORCL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$645,845
+$15,773 QoQ
Shares Held
4,407
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,120
of 3,414 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beacon Bank & Trust holds $14,487,692 across 3 Software - Infrastructure names. ORCL ranks #3 (4.5% of the industry book) .
All Filings in ORCL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,845 | 4,407 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $630,072 | 4,283 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $834,799 | 4,283 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $712,380 | 2,533 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $566,906 | 2,593 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $367,280 | 2,627 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $325,781 | 1,955 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $333,132 | 1,955 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $247,806 | 1,755 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $270,689 | 2,155 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $237,744 | 2,255 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $238,849 | 2,255 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $268,547 | 2,255 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $209,534 | 2,255 | Shares | Sole | 2023-04-11 | |
| 2022-09-30 | $217,103 | 3,555 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $248,387 | 3,555 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $323,060 | 3,905 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $423,404 | 4,855 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $641,189 | 7,359 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $580,608 | 7,459 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $523,397 | 7,459 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $482,521 | 7,459 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $500,225 | 8,379 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||