GI
ORC

GAMMA Investing’s Orchid Island Capital ORC Stock Holding History

GAMMA Investing’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 		$25.4K Buy
3,650
+1,739
+91% +$12K ﹤0.01% 2708
2026
Q1 		$13.4K Buy
1,911
+159
+9% +$1.2K ﹤0.01% 2912
2025
Q4 		$12.6K Buy
1,752
+901
+106% +$6.56K ﹤0.01% 2867
2025
Q3 		$5.97K Buy
851
+412
+94% +$2.93K ﹤0.01% 3100
2025
Q2 		$3.08K Sell
439
-1,128
-72% -$7.82K ﹤0.01% 3280
2025
Q1 		$11.8K Buy
1,567
+960
+158% +$7.89K ﹤0.01% 2675
2024
Q4 		$4.72K Sell
607
-46
-7% -$362 ﹤0.01% 2939
2024
Q3 		$5.37K Buy
653
+344
+111% +$2.84K ﹤0.01% 2719
2024
Q2 		$2.58K Buy
309
+204
+194% +$1.73K ﹤0.01% 2809
2024
Q1 		$938 Buy
105
+45
+75% +$383 ﹤0.01% 2956
2023
Q4 		$479 Buy
+60
New +$447 ﹤0.01% 2975

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

GAMMA Investing's ORC Position: Q2 2026 in Review

GAMMA Investing increased its Orchid Island Capital (ORC) stake by 91% in Q2 2026, buying an estimated $12K and bringing the position to 3,650 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

GAMMA Investing first reported a position in ORC in Q4 2023 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • GAMMA Investing held 3,650 shares of Orchid Island Capital worth $25.4K as of Q2 2026.
  • GAMMA Investing bought 1,739 Orchid Island Capital shares in Q2 2026, an estimated $12K.
  • Orchid Island Capital made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2708 holding.
  • GAMMA Investing first reported a position in Orchid Island Capital in Q4 2023 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.