Global Retirement Partners
ORC icon

Global Retirement Partners’s Orchid Island Capital ORC Stock Holding History

Global Retirement Partners’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
Q3 		$123K Buy
22,583
+13,872
+159% +$90.2K ﹤0.01% 2053
2026
Q2 		$60.7K Buy
+8,711
New +$60K ﹤0.01% 2388
2025
Q4 		$55.3K Buy
7,685
+158
+2% +$1.15K ﹤0.01% 2295
2025
Q3 		$52.8K Buy
7,527
+154
+2% +$1.1K ﹤0.01% 1856
2025
Q2 		$51.7K Buy
+7,373
New +$51.1K ﹤0.01% 1751
2024
Q4 		$42.9K Sell
5,514
-57,595
-91% -$453K ﹤0.01% 1691
2024
Q3 		$519K Buy
63,109
+1,305
+2% +$10.8K 0.02% 622
2024
Q2 		$515K Buy
61,804
+58,853
+1,994% +$500K 0.02% 603
2024
Q1 		$26.4K Buy
+2,951
New +$25.1K ﹤0.01% 1694

Other funds holding ORC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Global Retirement Partners's ORC Position: Q3 2026 in Review

Global Retirement Partners increased its Orchid Island Capital (ORC) stake by 159% in Q3 2026, buying an estimated $90.2K and bringing the position to 22,583 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Global Retirement Partners first reported a position in ORC in Q1 2024 and has held it in 9 quarters since. The position peaked at $519K in Q3 2024. 144 funds tracked by Wall St. Rank hold ORC as of Q3 2026.

  • Global Retirement Partners held 22,583 shares of Orchid Island Capital worth $123K as of Q3 2026.
  • Global Retirement Partners bought 13,872 Orchid Island Capital shares in Q3 2026, an estimated $90.2K.
  • Orchid Island Capital made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #2053 holding.
  • Global Retirement Partners first reported a position in Orchid Island Capital in Q1 2024 and has held it in 9 quarters since.
  • Global Retirement Partners's Orchid Island Capital position peaked at $519K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Orchid Island Capital as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.