Bank & Trust Company’s Otter Tail OTTR Stock Holding History

Bank & Trust Company’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 Q2	$10.8M	Buy	119,641 +405	+0.3%	+$35.8K	6.79%	2
2026 Q1	$10.5M	Sell	119,236 -2,780	-2%	-$241K	7.05%	1
2025 Q4	$9.86M	Sell	122,016 -47	-0%	-$3.81K	6.96%	2
2025 Q3	$10M	Sell	122,063 -781	-0.6%	-$63.3K	7.39%	1
2025 Q2	$9.47M	Sell	122,844 -628	-0.5%	-$49K	7.49%	1
2025 Q1	$9.92M	Sell	123,472 -1,907	-2%	-$151K	8.08%	1
2024 Q4	$9.26M	Sell	125,379 -1,622	-1%	-$127K	7.77%	2
2024 Q3	$9.93M	Sell	127,001 -57	-0%	-$4.93K	8.05%	2
2024 Q2	$11.1M	Buy	+127,058	New	+$11.1M	9.44%	2

Other funds holding OTTR

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return