BOK Financial
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BOK Financial’s Otis Worldwide OTIS Stock Holding History

BOK Financial’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$150K Sell
2,338
-231
-9% -$16.4K ﹤0.01% 709
2026
Q2 		$184K Sell
2,569
-323
-11% -$24.1K ﹤0.01% 691
2026
Q1 		$223K Sell
2,892
-455
-14% -$39.8K ﹤0.01% 663
2025
Q4 		$292K Sell
3,347
-481
-13% -$43K ﹤0.01% 641
2025
Q3 		$350K Buy
3,828
+405
+12% +$36.8K 0.01% 627
2025
Q2 		$339K Buy
3,423
+268
+8% +$25.9K 0.01% 636
2025
Q1 		$326K Sell
3,155
-540
-15% -$52.8K 0.01% 636
2024
Q4 		$335K Buy
3,695
+10
+0.3% +$1K 0.01% 622
2024
Q3 		$384K Sell
3,685
-480
-12% -$45.7K 0.01% 612
2024
Q2 		$401K Sell
4,165
-263
-6% -$25.3K 0.01% 640
2024
Q1 		$436K Buy
4,428
+7
+0.2% +$647 0.01% 587
2023
Q4 		$396K Sell
4,421
-2,858
-39% -$238K 0.01% 576
2023
Q3 		$562K Sell
7,279
-4,866
-40% -$416K 0.01% 522
2023
Q2 		$1.08M Sell
12,145
-737
-6% -$62.1K 0.02% 445
2023
Q1 		$1.09M Sell
12,882
-3,469
-21% -$287K 0.02% 445
2022
Q4 		$1.28M Sell
16,351
-914
-5% -$67.5K 0.02% 455
2022
Q3 		$1.1M Sell
17,265
-625
-3% -$45.7K 0.02% 487
2022
Q2 		$1.26M Sell
17,890
-1,776
-9% -$131K 0.02% 471
2022
Q1 		$1.51M Buy
19,666
+983
+5% +$78.6K 0.03% 475
2021
Q4 		$1.63M Sell
18,683
-252
-1% -$21.1K 0.03% 463
2021
Q3 		$1.56M Buy
+18,935
New +$1.66M 0.03% 458
2021
Q1 		$1.41M Sell
20,545
-15,938
-44% -$1.04M 0.03% 465
2020
Q4 		$2.46M Sell
36,483
-977
-3% -$63.4K 0.05% 327
2020
Q3 		$2.34M Buy
37,460
+20,280
+118% +$1.24M 0.05% 297
2020
Q2 		$977K Buy
+17,180
New +$890K 0.02% 463

Other funds holding OTIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BOK Financial's OTIS Position: Q3 2026 in Review

BOK Financial reduced its Otis Worldwide (OTIS) stake by 9% in Q3 2026, selling an estimated $16.4K and leaving 2,338 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

BOK Financial first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.46M in Q4 2020. 737 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • BOK Financial held 2,338 shares of Otis Worldwide worth $150K as of Q3 2026.
  • BOK Financial sold 231 Otis Worldwide shares in Q3 2026, an estimated $16.4K.
  • Otis Worldwide made up ﹤0.01% of BOK Financial's portfolio in Q3 2026, its #709 holding.
  • BOK Financial first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • BOK Financial's Otis Worldwide position peaked at $2.46M in Q4 2020.
  • 737 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.