Citizens Financial Group’s Otis Worldwide OTIS Stock Holding History

Citizens Financial Group’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 Q2	$405K	Buy	+5,651	New	+$422K	﹤0.01%	732
2026 Q1	–	Sell	-5,039	Closed	-$440K	–	901
2025 Q4	$440K	Sell	5,039 -213	-4%	-$19.1K	0.01%	572
2025 Q3	$480K	Buy	5,252 +2,182	+71%	+$198K	0.01%	542
2025 Q2	$304K	Buy	3,070 +289	+10%	+$27.9K	﹤0.01%	571
2025 Q1	$287K	Buy	2,781 +324	+13%	+$31.7K	0.01%	511
2024 Q4	$228K	Buy	+2,457	New	+$246K	﹤0.01%	528
2020 Q3	–	Sell	-5,517	Closed	-$314K	–	715
2020 Q2	$314K	Buy	+5,517	New	+$286K	0.02%	227

Other funds holding OTIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Citizens Financial Group's OTIS Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Otis Worldwide (OTIS) in Q2 2026: 5,651 shares worth $405K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in OTIS as recently as Q4 2025.

Citizens Financial Group first reported a position in OTIS in Q2 2020 and has held it in 7 quarters since. The position peaked at $480K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

Citizens Financial Group held 5,651 shares of Otis Worldwide worth $405K as of Q2 2026.
Otis Worldwide was a new Citizens Financial Group position in Q2 2026.
Otis Worldwide made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #732 holding.
Citizens Financial Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 7 quarters since.
Citizens Financial Group's Otis Worldwide position peaked at $480K in Q3 2025.
1,222 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.