Bell Bank’s Otter Tail OTTR Stock Holding History

Bell Bank’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	$368K	Hold	4,086	–	–	0.01%	147
2026 Q1	$359K	Hold	4,086	–	–	0.02%	142
2025 Q4	$330K	Hold	4,086	–	–	0.01%	153
2025 Q3	$335K	Hold	4,086	–	–	0.01%	158
2025 Q2	$315K	Hold	4,086	–	–	0.01%	169
2025 Q1	$328K	Hold	4,086	–	–	0.02%	156
2024 Q4	$302K	Hold	4,086	–	–	0.02%	159
2024 Q3	$319K	Sell	4,086 -1,000	-20%	-$86.5K	0.04%	147
2024 Q2	$445K	Hold	5,086	–	–	0.04%	147
2024 Q1	$439K	Hold	5,086	–	–	0.04%	147
2023 Q4	$432K	Hold	5,086	–	–	0.04%	138
2023 Q3	$386K	Hold	5,086	–	–	0.04%	140
2023 Q2	$402K	Sell	5,086 -2,000	-28%	-$150K	0.04%	143
2023 Q1	$512K	Hold	7,086	–	–	0.05%	128
2022 Q4	$416K	Hold	7,086	–	–	0.05%	142
2022 Q3	$436K	Buy	7,086 +4,086	+136%	+$295K	0.06%	131
2022 Q2	$201K	Buy	+3,000	New	+$191K	0.02%	197
2022 Q1	–	Sell	-3,000	Closed	-$214K	–	180
2021 Q4	$214K	Buy	+3,000	New	+$194K	0.02%	167
2019 Q2	–	Sell	-5,187	Closed	-$258K	–	159
2019 Q1	$258K	Hold	5,187	–	–	0.07%	131
2018 Q4	$257K	Hold	5,187	–	–	0.08%	126
2018 Q3	$248K	Hold	5,187	–	–	0.08%	138
2018 Q2	$247K	Sell	5,187 -2,700	-34%	-$122K	0.08%	133
2018 Q1	$342K	Buy	7,887 +2,804	+55%	+$117K	0.11%	113
2017 Q4	$226K	Buy	+5,083	New	+$233K	0.06%	134
2015 Q2	–	Sell	-9,747	Closed	-$314K	–	148
2015 Q1	$314K	Buy	9,747 +2,135	+28%	+$68K	0.22%	131
2014 Q4	$236K	Hold	7,612	–	–	0.16%	148
2014 Q3	$203K	Hold	7,612	–	–	0.15%	160
2014 Q2	$231K	Hold	7,612	–	–	0.16%	155
2014 Q1	$234K	Sell	7,612 -58,608	-89%	-$1.73M	0.16%	160
2013 Q4	$1.94M	Buy	66,220 +58,420	+749%	+$1.7M	1.01%	16
2013 Q3	$215K	Hold	7,800	–	–	0.08%	179
2013 Q2	$222K	Buy	+7,800	New	+$230K	0.08%	183

Other funds holding OTTR

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

CIM

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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

HWAM

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bell Bank's OTTR Position: Q2 2026 in Review

Bell Bank held its Otter Tail (OTTR) position steady in Q2 2026 at 4,086 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #147.

Bell Bank first reported a position in OTTR in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.94M in Q4 2013. 35 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Bell Bank held 4,086 shares of Otter Tail worth $368K as of Q2 2026.
Bell Bank left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.01% of Bell Bank's portfolio in Q2 2026, its #147 holding.
Bell Bank first reported a position in Otter Tail in Q2 2013 and has held it in 32 quarters since.
Bell Bank's Otter Tail position peaked at $1.94M in Q4 2013.
35 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.