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
2024
Q1 		– Sell
-5,500
Closed -$467K – 8068
2023
Q4 		$467K Hold
5,500
– – ﹤0.01% 5546
2023
Q3 		$418K Buy
+5,500
New +$452K ﹤0.01% 5430

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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.