CFFP
ORC

Center for Financial Planning’s Orchid Island Capital ORC Stock Holding History

Center for Financial Planning’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 		$697 Hold
100
– – ﹤0.01% 621
2026
Q1 		$703 Hold
100
– – ﹤0.01% 615
2025
Q4 		$720 Hold
100
– – ﹤0.01% 646
2025
Q3 		$701 Hold
100
– – ﹤0.01% 624
2025
Q2 		$701 Hold
100
– – ﹤0.01% 608
2025
Q1 		$752 Hold
100
– – ﹤0.01% 653
2024
Q4 		$778 Hold
100
– – ﹤0.01% 620
2024
Q3 		$822 Buy
+100
New +$824 ﹤0.01% 526

Other funds holding ORC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Center for Financial Planning's ORC Position: Q2 2026 in Review

Center for Financial Planning held its Orchid Island Capital (ORC) position steady in Q2 2026 at 100 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Center for Financial Planning first reported a position in ORC in Q3 2024 and has held it in 8 quarters since. The position peaked at $822 in Q3 2024. 23 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Center for Financial Planning held 100 shares of Orchid Island Capital worth $697 as of Q2 2026.
  • Center for Financial Planning left its Orchid Island Capital share count unchanged in Q2 2026.
  • Orchid Island Capital made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #621 holding.
  • Center for Financial Planning first reported a position in Orchid Island Capital in Q3 2024 and has held it in 8 quarters since.
  • Center for Financial Planning's Orchid Island Capital position peaked at $822 in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.