Cerity Partners
ORC

Cerity Partners’s Orchid Island Capital ORC Stock Holding History

Cerity Partners’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 		$655K Sell
94,013
-2,724
-3% -$18.8K ﹤0.01% 2263
2026
Q1 		$680K Buy
+96,737
New +$730K ﹤0.01% 2097

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

Cerity Partners's ORC Position: Q2 2026 in Review

Cerity Partners reduced its Orchid Island Capital (ORC) stake by 2.8% in Q2 2026, selling an estimated $18.8K and leaving 94,013 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Cerity Partners first reported a position in ORC in Q1 2026 and has held it in 2 quarters since. The position peaked at $680K in Q1 2026. 202 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Cerity Partners held 94,013 shares of Orchid Island Capital worth $655K as of Q2 2026.
  • Cerity Partners sold 2,724 Orchid Island Capital shares in Q2 2026, an estimated $18.8K.
  • Orchid Island Capital made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2263 holding.
  • Cerity Partners first reported a position in Orchid Island Capital in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's Orchid Island Capital position peaked at $680K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.