EverSource Wealth Advisors’s Orchid Island Capital ORC Stock Holding History

EverSource Wealth Advisors’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 Q1	$14.5K	Buy	2,065 +9	+0.4%	+$68	﹤0.01%	2705
2025 Q4	$14.8K	Sell	2,056 -272	-12%	-$1.98K	﹤0.01%	2582
2025 Q3	$16.3K	Buy	2,328 +635	+38%	+$4.52K	﹤0.01%	2508
2025 Q2	$11.9K	Buy	1,693 +1,508	+815%	+$10.5K	﹤0.01%	2694
2025 Q1	$1.39K	Sell	185 -310	-63%	-$2.55K	﹤0.01%	3097
2024 Q4	$3.85K	Buy	+495	New	+$3.89K	﹤0.01%	2456
2022 Q4	–	Sell	-200	Closed	-$2K	–	2390
2022 Q3	$2K	Buy	+200	New	+$2.77K	﹤0.01%	1705

Other funds holding ORC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EverSource Wealth Advisors's ORC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Orchid Island Capital (ORC) stake by 0.44% in Q1 2026, buying an estimated $68 and bringing the position to 2,065 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

EverSource Wealth Advisors first reported a position in ORC in Q3 2022 and has held it in 7 quarters since. The position peaked at $16.3K in Q3 2025. 195 funds tracked by Wall St. Rank hold ORC as of Q1 2026.

EverSource Wealth Advisors held 2,065 shares of Orchid Island Capital worth $14.5K as of Q1 2026.
EverSource Wealth Advisors bought 9 Orchid Island Capital shares in Q1 2026, an estimated $68.
Orchid Island Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2705 holding.
EverSource Wealth Advisors first reported a position in Orchid Island Capital in Q3 2022 and has held it in 7 quarters since.
EverSource Wealth Advisors's Orchid Island Capital position peaked at $16.3K in Q3 2025.
195 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.