CIBC Asset Management’s Otter Tail OTTR Stock Holding History

CIBC Asset Management’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	$252K	Hold	2,796	–	–	﹤0.01%	1162
2026 Q1	$245K	Sell	2,796 -60	-2%	-$5.19K	﹤0.01%	1102
2025 Q4	$231K	Buy	2,856 +31	+1%	+$2.51K	﹤0.01%	1130
2025 Q3	$232K	Hold	2,825	–	–	﹤0.01%	1070
2025 Q2	$218K	Hold	2,825	–	–	﹤0.01%	1066
2025 Q1	$227K	Sell	2,825 -56	-2%	-$4.43K	﹤0.01%	1000
2024 Q4	$213K	Buy	+2,881	New	+$226K	﹤0.01%	1090
2023 Q3	–	Sell	-2,581	Closed	-$204K	–	1086
2023 Q2	$204K	Buy	+2,581	New	+$194K	﹤0.01%	961

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIBC Asset Management's OTTR Position: Q2 2026 in Review

CIBC Asset Management held its Otter Tail (OTTR) position steady in Q2 2026 at 2,796 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

CIBC Asset Management first reported a position in OTTR in Q2 2023 and has held it in 8 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

CIBC Asset Management held 2,796 shares of Otter Tail worth $252K as of Q2 2026.
CIBC Asset Management left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #1162 holding.
CIBC Asset Management first reported a position in Otter Tail in Q2 2023 and has held it in 8 quarters since.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.