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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank & Trust Company's OTTR Position: Q2 2026 in Review

Bank & Trust Company increased its Otter Tail (OTTR) stake by 0.34% in Q2 2026, buying an estimated $35.8K and bringing the position to 119,641 shares worth $10.8M. The position accounts for 6.79% of the portfolio, ranked #2.

Bank & Trust Company first reported a position in OTTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.1M in Q2 2024. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Bank & Trust Company held 119,641 shares of Otter Tail worth $10.8M as of Q2 2026.
  • Bank & Trust Company bought 405 Otter Tail shares in Q2 2026, an estimated $35.8K.
  • Otter Tail made up 6.79% of Bank & Trust Company's portfolio in Q2 2026, its #2 holding.
  • Bank & Trust Company first reported a position in Otter Tail in Q2 2024 and has held it in 9 quarters since.
  • Bank & Trust Company's Otter Tail position peaked at $11.1M in Q2 2024.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.