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American National Bank & Trust’s Otis Worldwide OTIS Stock Holding History

American National Bank & Trust’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 		$423K Sell
5,909
-1,673
-22% -$125K 0.04% 171
2026
Q1 		$584K Buy
7,582
+330
+5% +$28.9K 0.06% 143
2025
Q4 		$633K Buy
7,252
+694
+11% +$62.1K 0.06% 137
2025
Q3 		$600K Sell
6,558
-1,158
-15% -$105K 0.06% 140
2025
Q2 		$764K Sell
7,716
-1,050
-12% -$101K 0.08% 127
2025
Q1 		$905K Sell
8,766
-6,802
-44% -$665K 0.1% 93
2024
Q4 		$1.44M Sell
15,568
-84
-0.5% -$8.42K 0.16% 73
2024
Q3 		$1.63M Sell
15,652
-280
-2% -$26.7K 0.19% 70
2024
Q2 		$1.53M Sell
15,932
-355
-2% -$34.2K 0.19% 71
2024
Q1 		$1.62M Sell
16,287
-2,562
-14% -$237K 0.21% 72
2023
Q4 		$1.69M Buy
18,849
+4,242
+29% +$353K 0.26% 68
2023
Q3 		$1.17M Buy
14,607
+5,079
+53% +$434K 0.2% 77
2023
Q2 		$848K Buy
9,528
+8,760
+1,141% +$738K 0.14% 85
2023
Q1 		$64.8K Buy
768
+420
+121% +$34.8K 0.01% 247
2022
Q4 		$27K Buy
348
+317
+1,023% +$23.4K 0.01% 313
2022
Q3 		$2K Buy
+31
New +$2.27K ﹤0.01% 522
2021
Q3 		– Sell
-5
Closed -$1K – 317
2021
Q2 		$1K Hold
5
– – ﹤0.01% 285
2021
Q1 		$1K Buy
+5
New +$327 ﹤0.01% 267

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

American National Bank & Trust's OTIS Position: Q2 2026 in Review

American National Bank & Trust reduced its Otis Worldwide (OTIS) stake by 22% in Q2 2026, selling an estimated $125K and leaving 5,909 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #171.

American National Bank & Trust first reported a position in OTIS in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.69M in Q4 2023. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • American National Bank & Trust held 5,909 shares of Otis Worldwide worth $423K as of Q2 2026.
  • American National Bank & Trust sold 1,673 Otis Worldwide shares in Q2 2026, an estimated $125K.
  • Otis Worldwide made up 0.04% of American National Bank & Trust's portfolio in Q2 2026, its #171 holding.
  • American National Bank & Trust first reported a position in Otis Worldwide in Q1 2021 and has held it in 18 quarters since.
  • American National Bank & Trust's Otis Worldwide position peaked at $1.69M in Q4 2023.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.