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BOK Financial Private Wealth’s Otter Tail OTTR Stock Holding History

BOK Financial Private Wealth’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
2025
Q4 		– Sell
-106
Closed -$8.71K – 467
2025
Q3 		$8.71K Hold
106
– – ﹤0.01% 337
2025
Q2 		$8.19K Hold
106
– – ﹤0.01% 367
2025
Q1 		$8.54K Hold
106
– – ﹤0.01% 394
2024
Q4 		$7.84K Hold
106
– – ﹤0.01% 381
2024
Q3 		$8.3K Hold
106
– – ﹤0.01% 402
2024
Q2 		$9.3K Hold
106
– – ﹤0.01% 375
2024
Q1 		$9.18K Hold
106
– – ﹤0.01% 366
2023
Q4 		$9.03K Buy
+106
New +$8.19K ﹤0.01% 369

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOK Financial Private Wealth's OTTR Position: Q4 2025 in Review

BOK Financial Private Wealth sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 106 shares — an estimated $8.71K sold.

BOK Financial Private Wealth first reported a position in OTTR in Q4 2023 and held it in 8 quarters. The position peaked at $9.3K in Q2 2024. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • BOK Financial Private Wealth reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 106 Otter Tail shares in Q4 2025, an estimated $8.71K.
  • BOK Financial Private Wealth first reported a position in Otter Tail in Q4 2023 and held it in 8 quarters.
  • BOK Financial Private Wealth's Otter Tail position peaked at $9.3K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on BOK Financial Private Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.