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 Q2	$13.1K	Sell	1,879 -186	-9%	-$1.28K	﹤0.01%	2736
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's ORC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Orchid Island Capital (ORC) stake by 9% in Q2 2026, selling an estimated $1.28K and leaving 1,879 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

EverSource Wealth Advisors first reported a position in ORC in Q3 2022 and has held it in 8 quarters since. The position peaked at $16.3K in Q3 2025. 202 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

EverSource Wealth Advisors held 1,879 shares of Orchid Island Capital worth $13.1K as of Q2 2026.
EverSource Wealth Advisors sold 186 Orchid Island Capital shares in Q2 2026, an estimated $1.28K.
Orchid Island Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2736 holding.
EverSource Wealth Advisors first reported a position in Orchid Island Capital in Q3 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Orchid Island Capital position peaked at $16.3K in Q3 2025.
202 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.