FGC
ORC

Financial Gravity Companies’s Orchid Island Capital ORC Stock Holding History

Financial Gravity Companies’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 		$536K Buy
+76,894
New +$530K 0.09% 105
2025
Q2 		$644K Buy
+91,875
New +$637K 0.13% 90
2024
Q4 		$350K Buy
+45,014
New +$354K 0.08% 106

Other funds holding ORC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Companies's ORC Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Orchid Island Capital (ORC) in Q2 2026: 76,894 shares worth $536K. The stake represents 0.09% of the portfolio and ranks #105 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ORC as recently as Q2 2025.

Financial Gravity Companies first reported a position in ORC in Q4 2024 and has held it in 3 quarters since. The position peaked at $644K in Q2 2025. 202 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Financial Gravity Companies held 76,894 shares of Orchid Island Capital worth $536K as of Q2 2026.
  • Orchid Island Capital was a new Financial Gravity Companies position in Q2 2026.
  • Orchid Island Capital made up 0.09% of Financial Gravity Companies's portfolio in Q2 2026, its #105 holding.
  • Financial Gravity Companies first reported a position in Orchid Island Capital in Q4 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Orchid Island Capital position peaked at $644K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.