Capstone Financial Advisors’s Oriental Rise Holdings ORIS Stock Holding History

Capstone Financial Advisors’s Portfolio ORIS Stock Details ORIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-250	Closed	-$3.74K	–	197
2025 Q3	$3.74K	Buy	250 +125	+100%	+$2.43K	﹤0.01%	184
2025 Q2	$5.48K	Hold	125	–	–	﹤0.01%	178
2025 Q1	$12.4K	Hold	125	–	–	﹤0.01%	157
2024 Q4	$15.3K	Buy	+125	New	+$63.9K	﹤0.01%	154

Other funds holding ORIS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capstone Financial Advisors's ORIS Position: Q4 2025 in Review

Capstone Financial Advisors sold out of Oriental Rise Holdings (ORIS) in Q4 2025, closing a stake of 250 shares — an estimated $3.74K sold.

Capstone Financial Advisors first reported a position in ORIS in Q4 2024 and held it in 4 quarters. The position peaked at $15.3K in Q4 2024. 4 funds tracked by Wall St. Rank hold ORIS as of Q4 2025.

Capstone Financial Advisors reported no remaining Oriental Rise Holdings position as of Q4 2025 after selling out during the quarter.
Capstone Financial Advisors sold 250 Oriental Rise Holdings shares in Q4 2025, an estimated $3.74K.
Capstone Financial Advisors first reported a position in Oriental Rise Holdings in Q4 2024 and held it in 4 quarters.
Capstone Financial Advisors's Oriental Rise Holdings position peaked at $15.3K in Q4 2024.
4 funds tracked by Wall St. Rank held Oriental Rise Holdings as of Q4 2025.

Based on Capstone Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.