1SB
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1ST Source Bank’s Otis Worldwide OTIS Stock Holding History

1ST Source Bank’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Sell
3,920
-125
-3% -$10.9K 0.02% 249
2025
Q4 		$353K Sell
4,045
-471
-10% -$42.1K 0.02% 223
2025
Q3 		$413K Sell
4,516
-10
-0.2% -$908 0.02% 208
2025
Q2 		$448K Buy
4,526
+178
+4% +$17.2K 0.02% 200
2025
Q1 		$449K Sell
4,348
-63
-1% -$6.16K 0.03% 192
2024
Q4 		$409K Sell
4,411
-18
-0.4% -$1.8K 0.02% 204
2024
Q3 		$460K Sell
4,429
-114
-3% -$10.9K 0.03% 191
2024
Q2 		$437K Buy
4,543
+13
+0.3% +$1.25K 0.03% 191
2024
Q1 		$450K Hold
4,530
– – 0.03% 191
2023
Q4 		$405K Sell
4,530
-77
-2% -$6.4K 0.02% 194
2023
Q3 		$370K Sell
4,607
-387
-8% -$33.1K 0.03% 190
2023
Q2 		$445K Buy
4,994
+16
+0.3% +$1.35K 0.03% 185
2023
Q1 		$420K Sell
4,978
-25
-0.5% -$2.07K 0.03% 190
2022
Q4 		$392K Hold
5,003
– – 0.03% 198
2022
Q3 		$319K Sell
5,003
-437
-8% -$32K 0.02% 204
2022
Q2 		$384K Buy
5,440
+613
+13% +$45.1K 0.03% 196
2022
Q1 		$371K Buy
4,827
+41
+0.9% +$3.28K 0.02% 204
2021
Q4 		$417K Buy
4,786
+38
+0.8% +$3.18K 0.02% 193
2021
Q3 		$391K Hold
4,748
– – 0.02% 194
2021
Q2 		$388K Sell
4,748
-37
-0.8% -$2.85K 0.02% 196
2021
Q1 		$328K Sell
4,785
-141
-3% -$9.22K 0.02% 204
2020
Q4 		$333K Sell
4,926
-2,987
-38% -$194K 0.02% 197
2020
Q3 		$494K Sell
7,913
-443
-5% -$27.1K 0.04% 153
2020
Q2 		$475K Buy
+8,356
New +$433K 0.04% 157

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

1ST Source Bank's OTIS Position: Q1 2026 in Review

1ST Source Bank reduced its Otis Worldwide (OTIS) stake by 3.1% in Q1 2026, selling an estimated $10.9K and leaving 3,920 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #249.

1ST Source Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $494K in Q3 2020. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • 1ST Source Bank held 3,920 shares of Otis Worldwide worth $302K as of Q1 2026.
  • 1ST Source Bank sold 125 Otis Worldwide shares in Q1 2026, an estimated $10.9K.
  • Otis Worldwide made up 0.02% of 1ST Source Bank's portfolio in Q1 2026, its #249 holding.
  • 1ST Source Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • 1ST Source Bank's Otis Worldwide position peaked at $494K in Q3 2020.
  • 1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.