Bank of America
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Bank of America’s Otter Tail OTTR Stock Holding History

Bank of America’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.5M Buy
336,483
+11,363
+3% +$983K ﹤0.01% 2053
2025
Q4 		$26.3M Sell
325,120
-52,107
-14% -$4.22M ﹤0.01% 2065
2025
Q3 		$30.9M Sell
377,227
-31,930
-8% -$2.59M ﹤0.01% 2183
2025
Q2 		$31.5M Buy
409,157
+98,243
+32% +$7.67M ﹤0.01% 2101
2025
Q1 		$25M Buy
310,914
+84,788
+37% +$6.71M ﹤0.01% 2215
2024
Q4 		$16.7M Buy
226,126
+46,236
+26% +$3.62M ﹤0.01% 2474
2024
Q3 		$14.1M Buy
179,890
+89,960
+100% +$7.79M ﹤0.01% 2742
2024
Q2 		$7.88M Sell
89,930
-46,835
-34% -$4.1M ﹤0.01% 3187
2024
Q1 		$11.8M Sell
136,765
-24,170
-15% -$2.1M ﹤0.01% 2831
2023
Q4 		$13.7M Buy
160,935
+40,063
+33% +$3.09M ﹤0.01% 2541
2023
Q3 		$9.18M Buy
120,872
+44,777
+59% +$3.68M ﹤0.01% 2802
2023
Q2 		$6.01M Sell
76,095
-23,324
-23% -$1.75M ﹤0.01% 3221
2023
Q1 		$7.18M Buy
99,419
+30,802
+45% +$2.05M ﹤0.01% 3157
2022
Q4 		$4.03M Buy
68,617
+6,621
+11% +$397K ﹤0.01% 3588
2022
Q3 		$3.81M Sell
61,996
-7,926
-11% -$572K ﹤0.01% 3617
2022
Q2 		$4.69M Sell
69,922
-7,459
-10% -$474K ﹤0.01% 3466
2022
Q1 		$4.84M Sell
77,381
-49,853
-39% -$3.13M ﹤0.01% 3667
2021
Q4 		$9.09M Buy
127,234
+14,078
+12% +$909K ﹤0.01% 3035
2021
Q3 		$6.33M Buy
113,156
+1,860
+2% +$98.6K ﹤0.01% 3322
2021
Q2 		$5.43M Sell
111,296
-18,155
-14% -$869K ﹤0.01% 3444
2021
Q1 		$5.98M Sell
129,451
-165
-0.1% -$7.06K ﹤0.01% 3222
2020
Q4 		$5.52M Buy
129,616
+18,210
+16% +$742K ﹤0.01% 3043
2020
Q3 		$4.03M Buy
111,406
+15,836
+17% +$609K ﹤0.01% 3110
2020
Q2 		$3.71M Buy
95,570
+30,981
+48% +$1.3M ﹤0.01% 3117
2020
Q1 		$2.87M Buy
64,589
+22,137
+52% +$1.1M ﹤0.01% 3185
2019
Q4 		$2.18M Sell
42,452
-2,756
-6% -$143K ﹤0.01% 3958
2019
Q3 		$2.43M Sell
45,208
-48
-0.1% -$2.51K ﹤0.01% 3879
2019
Q2 		$2.39M Buy
45,256
+9,156
+25% +$466K ﹤0.01% 3895
2019
Q1 		$1.8M Sell
36,100
-8,262
-19% -$406K ﹤0.01% 4077
2018
Q4 		$2.2M Buy
44,362
+11,175
+34% +$533K ﹤0.01% 3758
2018
Q3 		$1.59M Buy
33,187
+11,228
+51% +$543K ﹤0.01% 4157
2018
Q2 		$1.04M Sell
21,959
-69,146
-76% -$3.11M ﹤0.01% 4440
2018
Q1 		$3.95M Buy
91,105
+10,652
+13% +$446K ﹤0.01% 3296
2017
Q4 		$3.58M Buy
80,453
+23,443
+41% +$1.07M ﹤0.01% 3430
2017
Q3 		$2.47M Buy
57,010
+15,100
+36% +$625K ﹤0.01% 3805
2017
Q2 		$1.66M Buy
41,910
+27,451
+190% +$1.08M ﹤0.01% 4050
2017
Q1 		$548K Sell
14,459
-29,766
-67% -$1.13M ﹤0.01% 4831
2016
Q4 		$1.8M Sell
44,225
-23,893
-35% -$888K ﹤0.01% 3858
2016
Q3 		$2.36M Buy
68,118
+25,880
+61% +$895K ﹤0.01% 3513
2016
Q2 		$1.42M Buy
42,238
+3,300
+8% +$99.1K ﹤0.01% 3903
2016
Q1 		$1.15M Sell
38,938
-59,616
-60% -$1.64M ﹤0.01% 4012
2015
Q4 		$2.63M Buy
98,554
+61,112
+163% +$1.64M ﹤0.01% 3564
2015
Q3 		$976K Sell
37,442
-4,078
-10% -$108K ﹤0.01% 4339
2015
Q2 		$1.1M Buy
41,520
+14,518
+54% +$417K ﹤0.01% 4027
2015
Q1 		$869K Sell
27,002
-670
-2% -$21.3K ﹤0.01% 3880
2014
Q4 		$856K Sell
27,672
-1,935
-7% -$57.1K ﹤0.01% 4174
2014
Q3 		$790K Sell
29,607
-2,851
-9% -$80.6K ﹤0.01% 4183
2014
Q2 		$982K Sell
32,458
-171
-0.5% -$4.98K ﹤0.01% 3983
2014
Q1 		$1M Sell
32,629
-5,037
-13% -$149K ﹤0.01% 3904
2013
Q4 		$1.1M Sell
37,666
-4,702
-11% -$137K ﹤0.01% 3960
2013
Q3 		$1.17M Sell
42,368
-5,542
-12% -$160K ﹤0.01% 3789
2013
Q2 		$1.36M Buy
+47,910
New +$1.41M ﹤0.01% 3664

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America's OTTR Position: Q1 2026 in Review

Bank of America increased its Otter Tail (OTTR) stake by 3.5% in Q1 2026, buying an estimated $983K and bringing the position to 336,483 shares worth $29.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Bank of America first reported a position in OTTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.5M in Q2 2025. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Bank of America held 336,483 shares of Otter Tail worth $29.5M as of Q1 2026.
  • Bank of America bought 11,363 Otter Tail shares in Q1 2026, an estimated $983K.
  • Otter Tail made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2053 holding.
  • Bank of America first reported a position in Otter Tail in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Otter Tail position peaked at $31.5M in Q2 2025.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.