CIBC Private Wealth Group
OTTR icon

CIBC Private Wealth Group’s Otter Tail OTTR Stock Holding History

CIBC Private Wealth Group’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 		$106K Buy
1,310
+10
+0.8% +$810 ﹤0.01% 1489
2025
Q3 		$107K Hold
1,300
– – ﹤0.01% 1457
2025
Q2 		$100K Hold
1,300
– – ﹤0.01% 1383
2025
Q1 		$97K Sell
1,300
-1,579
-55% -$125K ﹤0.01% 1370
2024
Q4 		$214K Hold
2,879
– – ﹤0.01% 1134
2024
Q3 		$225K Hold
2,879
– – ﹤0.01% 1124
2024
Q2 		$247K Sell
2,879
-1,100
-28% -$96.3K ﹤0.01% 1019
2024
Q1 		$341K Buy
3,979
+1,579
+66% +$137K ﹤0.01% 929
2023
Q4 		$204K Buy
+2,400
New +$185K ﹤0.01% 1070

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIBC Private Wealth Group's OTTR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Otter Tail (OTTR) stake by 0.77% in Q4 2025, buying an estimated $810 and bringing the position to 1,310 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

CIBC Private Wealth Group first reported a position in OTTR in Q4 2023 and has held it in 9 quarters since. The position peaked at $341K in Q1 2024. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • CIBC Private Wealth Group held 1,310 shares of Otter Tail worth $106K as of Q4 2025.
  • CIBC Private Wealth Group bought 10 Otter Tail shares in Q4 2025, an estimated $810.
  • Otter Tail made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1489 holding.
  • CIBC Private Wealth Group first reported a position in Otter Tail in Q4 2023 and has held it in 9 quarters since.
  • CIBC Private Wealth Group's Otter Tail position peaked at $341K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.