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Bare Financial Services’s Otter Tail OTTR Stock Holding History

Bare Financial Services’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 		$16.4K Buy
182
+81
+80% +$7.16K ﹤0.01% 364
2026
Q1 		$8.87K Buy
101
+13
+15% +$1.13K ﹤0.01% 411
2025
Q4 		$7.11K Buy
88
+38
+76% +$3.08K ﹤0.01% 384
2025
Q3 		$4.1K Buy
50
+26
+108% +$2.11K ﹤0.01% 620
2025
Q2 		$1.85K Buy
24
+14
+140% +$1.09K ﹤0.01% 760
2025
Q1 		$804 Buy
+10
New +$792 ﹤0.01% 599

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

Bare Financial Services's OTTR Position: Q2 2026 in Review

Bare Financial Services increased its Otter Tail (OTTR) stake by 80% in Q2 2026, buying an estimated $7.16K and bringing the position to 182 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Bare Financial Services first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Bare Financial Services held 182 shares of Otter Tail worth $16.4K as of Q2 2026.
  • Bare Financial Services bought 81 Otter Tail shares in Q2 2026, an estimated $7.16K.
  • Otter Tail made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #364 holding.
  • Bare Financial Services first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.