HFS
ORC

Hughes Financial Services’s Orchid Island Capital ORC Stock Holding History

Hughes Financial Services’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 		– Sell
-4
Closed -$28 – 1913
2026
Q1 		$28 Buy
+4
New +$30 ﹤0.01% 1561

Other funds holding ORC

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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

Hughes Financial Services's ORC Position: Q2 2026 in Review

Hughes Financial Services sold out of Orchid Island Capital (ORC) in Q2 2026, closing a stake of 4 shares — an estimated $28 sold.

Hughes Financial Services first reported a position in ORC in Q1 2026 and held it in 1 quarter. The position peaked at $28 in Q1 2026. 20 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • Hughes Financial Services reported no remaining Orchid Island Capital position as of Q2 2026 after selling out during the quarter.
  • Hughes Financial Services sold 4 Orchid Island Capital shares in Q2 2026, an estimated $28.
  • Hughes Financial Services first reported a position in Orchid Island Capital in Q1 2026 and held it in 1 quarter.
  • Hughes Financial Services's Orchid Island Capital position peaked at $28 in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.