Root Financial Partners
ORC icon

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
Q3 		$3.01K Buy
+555
New +$3.61K ﹤0.01% 2446
2026
Q2 		– Sell
-1,056
Closed -$7.42K – 2315
2026
Q1 		$7.42K Buy
+1,056
New +$7.97K ﹤0.01% 1798

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

Root Financial Partners's ORC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Orchid Island Capital (ORC) in Q3 2026: 555 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #2446 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ORC as recently as Q1 2026.

Root Financial Partners first reported a position in ORC in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.42K in Q1 2026. 144 funds tracked by Wall St. Rank hold ORC as of Q3 2026.

  • Root Financial Partners held 555 shares of Orchid Island Capital worth $3.01K as of Q3 2026.
  • Orchid Island Capital was a new Root Financial Partners position in Q3 2026.
  • Orchid Island Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2446 holding.
  • Root Financial Partners first reported a position in Orchid Island Capital in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Orchid Island Capital position peaked at $7.42K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Orchid Island Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.