Steward Partners Investment Advisory’s Eightco Holdings ORBS Stock Holding History

Steward Partners Investment Advisory’s Portfolio ORBS Stock Details ORBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12	Closed	-$13	–	4216
2025 Q1	$13	Hold	12	–	–	﹤0.01%	3999
2024 Q4	$26	Hold	12	–	–	﹤0.01%	3950
2024 Q3	$29	Sell	12 -1	-8%	-$2	﹤0.01%	3708
2024 Q2	$29	Hold	13	–	–	﹤0.01%	3587
2024 Q1	$51	Hold	13	–	–	﹤0.01%	3523
2023 Q4	$33	Hold	13	–	–	﹤0.01%	3471
2023 Q3	$36	Hold	13	–	–	﹤0.01%	3346
2023 Q2	$90	Hold	13	–	–	﹤0.01%	3271
2023 Q1	$266	Hold	13	–	–	﹤0.01%	3215
2022 Q4	$613	Hold	13	–	–	﹤0.01%	3178
2022 Q3	$2K	Buy	13 +4	+44%	+$958	﹤0.01%	3042
2022 Q2	$4K	Buy	+9	New	+$18.3K	﹤0.01%	2854

Other funds holding ORBS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FNBT

FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Steward Partners Investment Advisory's ORBS Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Eightco Holdings (ORBS) in Q2 2025, closing a stake of 12 shares — an estimated $13 sold.

Steward Partners Investment Advisory first reported a position in ORBS in Q2 2022 and held it in 12 quarters. The position peaked at $4K in Q2 2022. 12 funds tracked by Wall St. Rank hold ORBS as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Eightco Holdings position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 12 Eightco Holdings shares in Q2 2025, an estimated $13.
Steward Partners Investment Advisory first reported a position in Eightco Holdings in Q2 2022 and held it in 12 quarters.
Steward Partners Investment Advisory's Eightco Holdings position peaked at $4K in Q2 2022.
12 funds tracked by Wall St. Rank held Eightco Holdings as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.