Amalgamated Bank
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Amalgamated Bank’s Otis Worldwide OTIS Stock Holding History

Amalgamated 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
Q3 		$4.28M Sell
66,485
-1,599
-2% -$114K 0.03% 483
2026
Q2 		$4.88M Sell
68,084
-2,925
-4% -$218K 0.03% 449
2026
Q1 		$5.47M Sell
71,009
-1,366
-2% -$120K 0.04% 383
2025
Q4 		$6.32M Sell
72,375
-3,293
-4% -$295K 0.05% 324
2025
Q3 		$6.92M Sell
75,668
-1,639
-2% -$149K 0.05% 293
2025
Q2 		$7.66M Sell
77,307
-2,121
-3% -$205K 0.06% 253
2025
Q1 		$8.2M Buy
79,428
+523
+0.7% +$51.1K 0.07% 225
2024
Q4 		$7.31M Sell
78,905
-2,083
-3% -$209K 0.06% 260
2024
Q3 		$8.42M Sell
80,988
-732
-0.9% -$69.7K 0.07% 226
2024
Q2 		$7.87M Sell
81,720
-3,733
-4% -$360K 0.07% 235
2024
Q1 		$8.48M Sell
85,453
-17,886
-17% -$1.65M 0.07% 244
2023
Q4 		$9.25M Sell
103,339
-7,929
-7% -$659K 0.07% 240
2023
Q3 		$8.94M Sell
111,268
-6,078
-5% -$520K 0.08% 233
2023
Q2 		$10.4M Buy
117,346
+4,557
+4% +$384K 0.08% 197
2023
Q1 		$9.5M Buy
112,789
+1,800
+2% +$149K 0.08% 211
2022
Q4 		$8.69M Sell
110,989
-644
-0.6% -$47.5K 0.08% 230
2022
Q3 		$7.12M Buy
111,633
+826
+0.7% +$60.4K 0.07% 259
2022
Q2 		$7.83M Sell
110,807
-2,564
-2% -$189K 0.07% 234
2022
Q1 		$8.72M Sell
113,371
-7,536
-6% -$602K 0.07% 245
2021
Q4 		$10.5M Buy
120,907
+2,468
+2% +$207K 0.08% 209
2021
Q3 		$9.7M Sell
118,439
-1,076
-0.9% -$94.6K 0.08% 209
2021
Q2 		$9.8M Buy
119,515
+97,226
+436% +$7.48M 0.08% 222
2021
Q1 		$1.53M Sell
22,289
-816
-4% -$53.3K 0.06% 342
2020
Q4 		$1.56M Sell
23,105
-51
-0.2% -$3.31K 0.06% 329
2020
Q3 		$1.44M Sell
23,156
-473
-2% -$28.9K 0.06% 310
2020
Q2 		$1.34M Buy
+23,629
New +$1.22M 0.06% 297

Other funds holding OTIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Amalgamated Bank's OTIS Position: Q3 2026 in Review

Amalgamated Bank reduced its Otis Worldwide (OTIS) stake by 2.3% in Q3 2026, selling an estimated $114K and leaving 66,485 shares worth $4.28M. The position accounts for 0.03% of the portfolio, ranked #483.

Amalgamated Bank first reported a position in OTIS in Q2 2020 and has held it in 26 quarters since. The position peaked at $10.5M in Q4 2021. 869 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Amalgamated Bank held 66,485 shares of Otis Worldwide worth $4.28M as of Q3 2026.
  • Amalgamated Bank sold 1,599 Otis Worldwide shares in Q3 2026, an estimated $114K.
  • Otis Worldwide made up 0.03% of Amalgamated Bank's portfolio in Q3 2026, its #483 holding.
  • Amalgamated Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 26 quarters since.
  • Amalgamated Bank's Otis Worldwide position peaked at $10.5M in Q4 2021.
  • 869 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Amalgamated Bank's 13F filing for Q3 2026, filed 23 Oct 2026.