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Community Financial Services Group’s Otis Worldwide OTIS Stock Holding History

Community Financial Services 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 		$37.9K Hold
536
– – 0.01% 253
2026
Q1 		$41.5K Buy
+536
New +$46.9K 0.01% 201

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
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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Community Financial Services Group's OTIS Position: Q2 2026 in Review

Community Financial Services Group held its Otis Worldwide (OTIS) position steady in Q2 2026 at 536 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #253.

Community Financial Services Group first reported a position in OTIS in Q1 2026 and has held it in 2 quarters since. The position peaked at $41.5K in Q1 2026. 232 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Community Financial Services Group held 536 shares of Otis Worldwide worth $37.9K as of Q2 2026.
  • Community Financial Services Group left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #253 holding.
  • Community Financial Services Group first reported a position in Otis Worldwide in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's Otis Worldwide position peaked at $41.5K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.