TPWA
ORC

Twin Peaks Wealth Advisors’s Orchid Island Capital ORC Stock Holding History

Twin Peaks 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 		$288 Buy
+41
New +$309 ﹤0.01% 2111
2025
Q3 		– Sell
-41
Closed -$293 – 1496
2025
Q2 		$293 Buy
+41
New +$284 ﹤0.01% 1999

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

Twin Peaks Wealth Advisors's ORC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Orchid Island Capital (ORC) in Q1 2026: 41 shares worth $288. The stake represents ﹤0.01% of the portfolio and ranks #2111 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ORC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ORC in Q2 2025 and has held it in 2 quarters since. The position peaked at $293 in Q2 2025. 195 funds tracked by Wall St. Rank hold ORC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 41 shares of Orchid Island Capital worth $288 as of Q1 2026.
  • Orchid Island Capital was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Orchid Island Capital made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2111 holding.
  • Twin Peaks Wealth Advisors first reported a position in Orchid Island Capital in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Orchid Island Capital position peaked at $293 in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.