FFA
ORC

Farther Finance Advisors’s Orchid Island Capital ORC Stock Holding History

Farther Finance 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 		$11.8K Buy
1,691
+534
+46% +$3.68K ﹤0.01% 4316
2026
Q1 		$8.06K Sell
1,157
-29
-2% -$219 ﹤0.01% 4239
2025
Q4 		$8.54K Buy
1,186
+82
+7% +$597 ﹤0.01% 4016
2025
Q3 		$7.74K Buy
1,104
+20
+2% +$142 ﹤0.01% 3554
2025
Q2 		$7.6K Buy
1,084
+192
+22% +$1.33K ﹤0.01% 3207
2025
Q1 		$6.65K Buy
892
+870
+3,955% +$7.15K ﹤0.01% 2920
2024
Q4 		$171 Hold
22
– – ﹤0.01% 3690
2024
Q3 		$181 Sell
22
-144
-87% -$1.19K ﹤0.01% 3678
2024
Q2 		$1.38K Buy
166
+134
+419% +$1.14K ﹤0.01% 2948
2024
Q1 		$285 Buy
+32
New +$272 ﹤0.01% 3181

Other funds holding ORC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's ORC Position: Q2 2026 in Review

Farther Finance Advisors increased its Orchid Island Capital (ORC) stake by 46% in Q2 2026, buying an estimated $3.68K and bringing the position to 1,691 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4316.

Farther Finance Advisors first reported a position in ORC in Q1 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Farther Finance Advisors held 1,691 shares of Orchid Island Capital worth $11.8K as of Q2 2026.
  • Farther Finance Advisors bought 534 Orchid Island Capital shares in Q2 2026, an estimated $3.68K.
  • Orchid Island Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4316 holding.
  • Farther Finance Advisors first reported a position in Orchid Island Capital in Q1 2024 and has held it in 10 quarters since.
  • 18 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.