CPG
ORC

Cornerstone Planning Group’s Orchid Island Capital ORC Stock Holding History

Cornerstone Planning Group’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 		$1.82K Buy
+272
New +$1.88K ﹤0.01% 1350
2026
Q1 		– Sell
-37
Closed -$308 – 1885
2025
Q4 		$308 Buy
+37
New +$269 ﹤0.01% 1605
2025
Q2 		– Sell
-82
Closed -$565 – 1646
2025
Q1 		$565 Hold
82
– – ﹤0.01% 1262
2024
Q4 		$648 Buy
82
+26
+46% +$204 ﹤0.01% 1062
2024
Q3 		$442 Buy
+56
New +$462 ﹤0.01% 1114

Other funds holding ORC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's ORC Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Orchid Island Capital (ORC) in Q2 2026: 272 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in ORC as recently as Q4 2025.

Cornerstone Planning Group first reported a position in ORC in Q3 2024 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Cornerstone Planning Group held 272 shares of Orchid Island Capital worth $1.82K as of Q2 2026.
  • Orchid Island Capital was a new Cornerstone Planning Group position in Q2 2026.
  • Orchid Island Capital made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1350 holding.
  • Cornerstone Planning Group first reported a position in Orchid Island Capital in Q3 2024 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.