Bayban’s Otter Tail OTTR Stock Holding History

Bayban’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	$486K	Buy	5,401 +200	+4%	+$17.7K	0.37%	48
2026 Q1	$456K	Buy	5,201 +532	+11%	+$46K	0.4%	49
2025 Q4	$377K	Buy	+4,669	New	+$378K	0.33%	61

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bayban's OTTR Position: Q2 2026 in Review

Bayban increased its Otter Tail (OTTR) stake by 3.8% in Q2 2026, buying an estimated $17.7K and bringing the position to 5,401 shares worth $486K. The position accounts for 0.37% of the portfolio, ranked #48.

Bayban first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Bayban held 5,401 shares of Otter Tail worth $486K as of Q2 2026.
Bayban bought 200 Otter Tail shares in Q2 2026, an estimated $17.7K.
Otter Tail made up 0.37% of Bayban's portfolio in Q2 2026, its #48 holding.
Bayban first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
339 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.