Compass Financial Group (South Dakota)’s Otter Tail OTTR Stock Holding History

Compass Financial Group (South Dakota)’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	$244K	Buy	2,715 +16	+0.6%	+$1.41K	0.03%	107
2026 Q1	$237K	Buy	2,699 +17	+0.6%	+$1.47K	0.03%	91
2025 Q4	$217K	Buy	2,682 +16	+0.6%	+$1.3K	0.03%	96
2025 Q3	$219K	Buy	2,666 +15	+0.6%	+$1.22K	0.03%	95
2025 Q2	$204K	Buy	2,651 +17	+0.6%	+$1.33K	0.03%	91
2025 Q1	$212K	Buy	+2,634	New	+$209K	0.04%	87
2024 Q4	–	Sell	-2,603	Closed	-$204K	–	95
2024 Q3	$204K	Sell	2,603 -88	-3%	-$7.62K	0.04%	89
2024 Q2	$236K	Buy	2,691 +13	+0.5%	+$1.14K	0.05%	82
2024 Q1	$231K	Buy	2,678 +13	+0.5%	+$1.13K	0.05%	83
2023 Q4	$226K	Buy	2,665 +14	+0.5%	+$1.08K	0.06%	84
2023 Q3	$201K	Hold	2,651	–	–	0.06%	90
2023 Q2	$209K	Buy	+2,651	New	+$199K	0.06%	92

Other funds holding OTTR

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Compass Financial Group (South Dakota)'s OTTR Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Otter Tail (OTTR) stake by 0.59% in Q2 2026, buying an estimated $1.41K and bringing the position to 2,715 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #107.

Compass Financial Group (South Dakota) first reported a position in OTTR in Q2 2023 and has held it in 12 quarters since. 170 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Compass Financial Group (South Dakota) held 2,715 shares of Otter Tail worth $244K as of Q2 2026.
Compass Financial Group (South Dakota) bought 16 Otter Tail shares in Q2 2026, an estimated $1.41K.
Otter Tail made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #107 holding.
Compass Financial Group (South Dakota) first reported a position in Otter Tail in Q2 2023 and has held it in 12 quarters since.
170 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.