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City State Bank’s Otis Worldwide OTIS Stock Holding History

City State Bank’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 		$44.7K Hold
624
– – 0.01% 375
2026
Q1 		$48.1K Hold
624
– – 0.01% 361
2025
Q4 		$54.5K Sell
624
-100
-14% -$8.95K 0.01% 335
2025
Q3 		$66.2K Sell
724
-33
-4% -$3K 0.02% 307
2025
Q2 		$75K Hold
757
– – 0.02% 295
2025
Q1 		$78.1K Buy
757
+100
+15% +$9.77K 0.03% 288
2024
Q4 		$60.8K Sell
657
-91
-12% -$9.13K 0.02% 302
2024
Q3 		$77.7K Sell
748
-17
-2% -$1.62K 0.03% 279
2024
Q2 		$73.6K Sell
765
-283
-27% -$27.3K 0.03% 276
2024
Q1 		$104K Sell
1,048
-34
-3% -$3.14K 0.05% 242
2023
Q4 		$97K Sell
1,082
-35
-3% -$2.91K 0.05% 235
2023
Q3 		$90K Sell
1,117
-17
-1% -$1.45K 0.05% 234
2023
Q2 		$101K Sell
1,134
-9
-0.8% -$758 0.05% 226
2023
Q1 		$96K Sell
1,143
-136
-11% -$11.3K 0.05% 229
2022
Q4 		$100K Sell
1,279
-25
-2% -$1.85K 0.06% 216
2022
Q3 		$83K Sell
1,304
-13
-1% -$951 0.06% 217
2022
Q2 		$93K Hold
1,317
– – 0.06% 212
2022
Q1 		$101K Hold
1,317
– – 0.06% 216
2021
Q4 		$115K Buy
+1,317
New +$110K 0.07% 213

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

City State Bank's OTIS Position: Q2 2026 in Review

City State Bank held its Otis Worldwide (OTIS) position steady in Q2 2026 at 624 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #375.

City State Bank first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $115K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • City State Bank held 624 shares of Otis Worldwide worth $44.7K as of Q2 2026.
  • City State Bank left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of City State Bank's portfolio in Q2 2026, its #375 holding.
  • City State Bank first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • City State Bank's Otis Worldwide position peaked at $115K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.