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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
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 		$9.52M 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 		$9.74M Sell
118,439
-1,076
-0.9% -$94.6K 0.08% 209
2021
Q2 		$9.77M 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 		$1.45M 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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Amalgamated Bank's OTIS Position: Q2 2026 in Review

Amalgamated Bank reduced its Otis Worldwide (OTIS) stake by 4.1% in Q2 2026, selling an estimated $218K and leaving 68,084 shares worth $4.88M. The position accounts for 0.03% of the portfolio, ranked #449.

Amalgamated Bank first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.5M in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Amalgamated Bank held 68,084 shares of Otis Worldwide worth $4.88M as of Q2 2026.
  • Amalgamated Bank sold 2,925 Otis Worldwide shares in Q2 2026, an estimated $218K.
  • Otis Worldwide made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #449 holding.
  • Amalgamated Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Amalgamated Bank's Otis Worldwide position peaked at $10.5M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.