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Convergence Financial’s Otter Tail OTTR Stock Holding History

Convergence Financial’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 		$254K Buy
+2,828
New +$250K 0.02% 243

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Convergence Financial's OTTR Position: Q2 2026 in Review

Convergence Financial opened a new position in Otter Tail (OTTR) in Q2 2026: 2,828 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings.

359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Convergence Financial held 2,828 shares of Otter Tail worth $254K as of Q2 2026.
  • Otter Tail was a new Convergence Financial position in Q2 2026.
  • Otter Tail made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #243 holding.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.