Central Pacific Bank - Trust Division’s Otis Worldwide OTIS Stock Holding History

Central Pacific Bank - Trust Division’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	$15.1K	Hold	235	–	–	﹤0.01%	677
2026 Q2	$16.8K	Hold	235	–	–	﹤0.01%	686
2026 Q1	$18.1K	Hold	235	–	–	﹤0.01%	673
2025 Q4	$20.5K	Hold	235	–	–	﹤0.01%	671
2025 Q3	$21.5K	Hold	235	–	–	﹤0.01%	679
2025 Q2	$23.3K	Hold	235	–	–	﹤0.01%	680
2025 Q1	$24.3K	Hold	235	–	–	﹤0.01%	680
2024 Q4	$21.8K	Hold	235	–	–	﹤0.01%	672
2024 Q3	$24.4K	Hold	235	–	–	﹤0.01%	687
2024 Q2	$22.6K	Hold	235	–	–	﹤0.01%	767
2024 Q1	$23.2K	Buy	+235	New	+$21.7K	﹤0.01%	763

Other funds holding OTIS

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Ridgewood Investments Springfield, New Jersey $271M AUM

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CNTOF

Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

BSC

Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Central Pacific Bank - Trust Division's OTIS Position: Q3 2026 in Review

Central Pacific Bank - Trust Division held its Otis Worldwide (OTIS) position steady in Q3 2026 at 235 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Central Pacific Bank - Trust Division first reported a position in OTIS in Q1 2024 and has held it in 11 quarters since. The position peaked at $24.4K in Q3 2024. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

Central Pacific Bank - Trust Division held 235 shares of Otis Worldwide worth $15.1K as of Q3 2026.
Central Pacific Bank - Trust Division left its Otis Worldwide share count unchanged in Q3 2026.
Otis Worldwide made up ﹤0.01% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #677 holding.
Central Pacific Bank - Trust Division first reported a position in Otis Worldwide in Q1 2024 and has held it in 11 quarters since.
Central Pacific Bank - Trust Division's Otis Worldwide position peaked at $24.4K in Q3 2024.
55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.