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Benjamin Edwards Inc’s Otter Tail OTTR Stock Holding History

Benjamin Edwards Inc’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 		$3.62M Buy
40,275
+1,046
+3% +$92.4K 0.03% 426
2026
Q1 		$3.44M Buy
39,229
+935
+2% +$80.9K 0.03% 408
2025
Q4 		$3.09M Sell
38,294
-54
-0.1% -$4.38K 0.03% 404
2025
Q3 		$3.14M Buy
+38,348
New +$3.11M 0.04% 404
2025
Q1 		– Sell
-36,074
Closed -$2.66M – 1140
2024
Q4 		$2.66M Buy
36,074
+694
+2% +$54.3K 0.04% 376
2024
Q3 		$2.77M Sell
35,380
-243
-0.7% -$21K 0.04% 369
2024
Q2 		$3.12M Sell
35,623
-1,046
-3% -$91.6K 0.6% 36
2024
Q1 		$3.17M Buy
36,669
+15,892
+76% +$1.38M 0.63% 36
2023
Q4 		$1.76M Sell
20,777
-31
-0.1% -$2.39K 0.38% 72
2023
Q3 		$1.58M Buy
20,808
+4,946
+31% +$406K 0.37% 76
2023
Q2 		$1.25M Buy
15,862
+280
+2% +$21K 0.29% 98
2023
Q1 		$1.13M Sell
15,582
-864
-5% -$57.4K 0.27% 104
2022
Q4 		$966K Buy
16,446
+356
+2% +$21.3K 0.25% 115
2022
Q3 		$990K Buy
+16,090
New +$1.16M 0.3% 106

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

Benjamin Edwards Inc's OTTR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Otter Tail (OTTR) stake by 2.7% in Q2 2026, buying an estimated $92.4K and bringing the position to 40,275 shares worth $3.62M. The position accounts for 0.03% of the portfolio, ranked #426.

Benjamin Edwards Inc first reported a position in OTTR in Q3 2022 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Benjamin Edwards Inc held 40,275 shares of Otter Tail worth $3.62M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,046 Otter Tail shares in Q2 2026, an estimated $92.4K.
  • Otter Tail made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #426 holding.
  • Benjamin Edwards Inc first reported a position in Otter Tail in Q3 2022 and has held it in 14 quarters since.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.