RFP
ORC

Root Financial Partners’s Orchid Island Capital ORC Stock Holding History

Root Financial 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
Q1 		$7.42K Buy
+1,056
New +$7.97K ﹤0.01% 1798

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

Root Financial Partners's ORC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Orchid Island Capital (ORC) in Q1 2026: 1,056 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #1798 among its holdings.

195 funds tracked by Wall St. Rank hold ORC as of Q1 2026.

  • Root Financial Partners held 1,056 shares of Orchid Island Capital worth $7.42K as of Q1 2026.
  • Orchid Island Capital was a new Root Financial Partners position in Q1 2026.
  • Orchid Island Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1798 holding.
  • 195 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.