TWM
ORC

TopTier Wealth Management’s Orchid Island Capital ORC Stock Holding History

TopTier Wealth Management’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
-39
Closed -$274 – 547
2026
Q1 		$274 Buy
+39
New +$294 ﹤0.01% 725

Other funds holding ORC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TopTier Wealth Management's ORC Position: Q2 2026 in Review

TopTier Wealth Management sold out of Orchid Island Capital (ORC) in Q2 2026, closing a stake of 39 shares — an estimated $274 sold.

TopTier Wealth Management first reported a position in ORC in Q1 2026 and held it in 1 quarter. The position peaked at $274 in Q1 2026. 202 funds tracked by Wall St. Rank hold ORC as of Q2 2026.

  • TopTier Wealth Management reported no remaining Orchid Island Capital position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 39 Orchid Island Capital shares in Q2 2026, an estimated $274.
  • TopTier Wealth Management first reported a position in Orchid Island Capital in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Orchid Island Capital position peaked at $274 in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.