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Essential Partners’s Orchid Island Capital ORC Stock Holding History

Essential 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
Q3 		$3.18K Buy
585
+382
+188% +$2.48K ﹤0.01% 1730
2026
Q2 		$1.42K Buy
203
+75
+59% +$517 ﹤0.01% 2104
2026
Q1 		$900 Sell
128
-21
-14% -$158 ﹤0.01% 2275
2025
Q4 		$1.07K Buy
149
+89
+148% +$648 ﹤0.01% 2011
2025
Q3 		$421 Buy
60
+59
+5,900% +$420 ﹤0.01% 2253
2025
Q2 		$7 Buy
+1
New +$7 ﹤0.01% 2263

Other funds holding ORC

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Essential Partners's ORC Position: Q3 2026 in Review

Essential Partners increased its Orchid Island Capital (ORC) stake by 188% in Q3 2026, buying an estimated $2.48K and bringing the position to 585 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Essential Partners first reported a position in ORC in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold ORC as of Q3 2026.

  • Essential Partners held 585 shares of Orchid Island Capital worth $3.18K as of Q3 2026.
  • Essential Partners bought 382 Orchid Island Capital shares in Q3 2026, an estimated $2.48K.
  • Orchid Island Capital made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1730 holding.
  • Essential Partners first reported a position in Orchid Island Capital in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Orchid Island Capital as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.