PWA
ORC

Physician Wealth Advisors’s Orchid Island Capital ORC Stock Holding History

Physician Wealth 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
Q1 		– Sell
-129
Closed -$929 – 2191
2025
Q4 		$929 Sell
129
-30
-19% -$218 ﹤0.01% 1662
2025
Q3 		$1.11K Buy
159
+29
+22% +$206 ﹤0.01% 1511
2025
Q2 		$912 Buy
+130
New +$901 ﹤0.01% 1493

Other funds holding ORC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Physician Wealth Advisors's ORC Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Orchid Island Capital (ORC) in Q1 2026, closing a stake of 129 shares — an estimated $929 sold.

Physician Wealth Advisors first reported a position in ORC in Q2 2025 and held it in 3 quarters. The position peaked at $1.11K in Q3 2025. 195 funds tracked by Wall St. Rank hold ORC as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Orchid Island Capital position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 129 Orchid Island Capital shares in Q1 2026, an estimated $929.
  • Physician Wealth Advisors first reported a position in Orchid Island Capital in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Orchid Island Capital position peaked at $1.11K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.