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OTTR icon

BOK Financial’s Otter Tail OTTR Stock Holding History

BOK Financial’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 		$375K Sell
4,167
-39
-0.9% -$3.45K 0.01% 607
2026
Q1 		$369K Sell
4,206
-2,061
-33% -$178K 0.01% 594
2025
Q4 		$506K Sell
6,267
-26
-0.4% -$2.11K 0.01% 544
2025
Q3 		$516K Sell
6,293
-6
-0.1% -$487 0.01% 568
2025
Q2 		$486K Buy
6,299
+189
+3% +$14.8K 0.01% 572
2025
Q1 		$491K Sell
6,110
-1,741
-22% -$138K 0.01% 565
2024
Q4 		$572K Sell
7,851
-1,273
-14% -$99.7K 0.01% 524
2024
Q3 		$703K Buy
9,124
+5,483
+151% +$475K 0.01% 499
2024
Q2 		$319K Buy
3,641
+56
+2% +$4.9K 0.01% 688
2024
Q1 		$308K Buy
+3,585
New +$312K 0.01% 637
2023
Q4 		– Sell
-2,315
Closed -$178K – 1299
2023
Q3 		$178K Buy
2,315
+79
+4% +$6.49K ﹤0.01% 646
2023
Q2 		$177K Sell
2,236
-418
-16% -$31.4K ﹤0.01% 656
2023
Q1 		$192K Buy
+2,654
New +$176K ﹤0.01% 677

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

BOK Financial's OTTR Position: Q2 2026 in Review

BOK Financial reduced its Otter Tail (OTTR) stake by 0.93% in Q2 2026, selling an estimated $3.45K and leaving 4,167 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #607.

BOK Financial first reported a position in OTTR in Q1 2023 and has held it in 13 quarters since. The position peaked at $703K in Q3 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • BOK Financial held 4,167 shares of Otter Tail worth $375K as of Q2 2026.
  • BOK Financial sold 39 Otter Tail shares in Q2 2026, an estimated $3.45K.
  • Otter Tail made up 0.01% of BOK Financial's portfolio in Q2 2026, its #607 holding.
  • BOK Financial first reported a position in Otter Tail in Q1 2023 and has held it in 13 quarters since.
  • BOK Financial's Otter Tail position peaked at $703K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.