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Birchwood Financial Partners’s Otter Tail OTTR Stock Holding History

Birchwood Financial Partners’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 		$45K Hold
500
– – 0.04% 179
2026
Q1 		$43.9K Hold
500
– – 0.04% 178
2025
Q4 		$40.4K Buy
+500
New +$40.5K 0.04% 185

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

Birchwood Financial Partners's OTTR Position: Q2 2026 in Review

Birchwood Financial Partners held its Otter Tail (OTTR) position steady in Q2 2026 at 500 shares worth $45K. The position accounts for 0.04% of the portfolio, ranked #179.

Birchwood Financial Partners first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Birchwood Financial Partners held 500 shares of Otter Tail worth $45K as of Q2 2026.
  • Birchwood Financial Partners left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #179 holding.
  • Birchwood Financial Partners first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.