Cambridge Investment Research Advisors
ORC

Cambridge Investment Research Advisors’s Orchid Island Capital ORC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140K Sell
20,034
-36
-0.2% -$248 ﹤0.01% 3893
2026
Q1 		$141K Buy
20,070
+5,750
+40% +$43.4K ﹤0.01% 3746
2025
Q4 		$103K Buy
14,320
+375
+3% +$2.73K ﹤0.01% 3699
2025
Q3 		$98K Buy
13,945
+3,536
+34% +$25.1K ﹤0.01% 3594
2025
Q2 		$73K Buy
10,409
+11
+0.1% +$76 ﹤0.01% 3504
2025
Q1 		$78K Sell
10,398
-2,300
-18% -$18.9K ﹤0.01% 3380
2024
Q4 		$99K Buy
12,698
+795
+7% +$6.25K ﹤0.01% 3329
2024
Q3 		$98K Buy
+11,903
New +$98.1K ﹤0.01% 3272
2022
Q3 		– Sell
-6,552
Closed -$93K – 3135
2022
Q2 		$93K Buy
6,552
+780
+14% +$11.6K ﹤0.01% 2879
2022
Q1 		$94K Sell
5,772
-3,322
-37% -$62.6K ﹤0.01% 3023
2021
Q4 		$205K Sell
9,094
-3,292
-27% -$78.9K ﹤0.01% 2877
2021
Q3 		$303K Buy
12,386
+2,169
+21% +$54.7K ﹤0.01% 2460
2021
Q2 		$265K Buy
10,217
+3,646
+55% +$101K ﹤0.01% 2566
2021
Q1 		$197K Buy
6,571
+85
+1% +$2.38K ﹤0.01% 2633
2020
Q4 		$169K Buy
6,486
+1,354
+26% +$35.9K ﹤0.01% 2520
2020
Q3 		$129K Sell
5,132
-11
-0.2% -$274 ﹤0.01% 2349
2020
Q2 		$121K Buy
5,143
+256
+5% +$5.11K ﹤0.01% 2297
2020
Q1 		$72K Sell
4,887
-3,585
-42% -$97K ﹤0.01% 2149
2019
Q4 		$248K Buy
8,472
+100
+1% +$2.87K ﹤0.01% 2046
2019
Q3 		$241K Buy
8,372
+3,252
+64% +$98.6K ﹤0.01% 1987
2019
Q2 		$163K Buy
5,120
+216
+4% +$7.01K ﹤0.01% 2037
2019
Q1 		$161K Buy
+4,904
New +$167K ﹤0.01% 2124
2016
Q4 		– Sell
-2,978
Closed -$155K – 1789
2016
Q3 		$155K Buy
+2,978
New +$159K ﹤0.01% 1616
2016
Q1 		– Sell
-3,158
Closed -$157K – 1639
2015
Q4 		$157K Buy
+3,158
New +$149K ﹤0.01% 1426
2014
Q4 		– Sell
-46,033
Closed -$3.05M – 1454
2014
Q3 		$3.05M Buy
+46,033
New +$3.17M 0.09% 218

Other funds holding ORC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors's ORC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Orchid Island Capital (ORC) stake by 0.18% in Q2 2026, selling an estimated $248 and leaving 20,034 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3893.

Cambridge Investment Research Advisors first reported a position in ORC in Q3 2014 and has held it in 25 quarters since. The position peaked at $3.05M in Q3 2014. 202 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Cambridge Investment Research Advisors held 20,034 shares of Orchid Island Capital worth $140K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 36 Orchid Island Capital shares in Q2 2026, an estimated $248.
  • Orchid Island Capital made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3893 holding.
  • Cambridge Investment Research Advisors first reported a position in Orchid Island Capital in Q3 2014 and has held it in 25 quarters since.
  • Cambridge Investment Research Advisors's Orchid Island Capital position peaked at $3.05M in Q3 2014.
  • 202 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.