CoreFirst Bank & Trust’s Otis Worldwide OTIS Stock Holding History

CoreFirst Bank & Trust’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 Q1	$36.5K	Hold	473	–	–	0.02%	218
2025 Q4	$41.3K	Sell	473 -150	-24%	-$13.4K	0.02%	218
2025 Q3	$57K	Hold	623	–	–	0.03%	211
2025 Q2	$61.7K	Buy	+623	New	+$60.1K	0.03%	201
2025 Q1	–	Sell	-623	Closed	-$57.7K	–	277
2024 Q4	$57.7K	Hold	623	–	–	0.03%	205
2024 Q3	$64.8K	Buy	+623	New	+$59.4K	0.04%	198
2024 Q2	–	Sell	-623	Closed	-$61.8K	–	288
2024 Q1	$61.8K	Sell	623 -10	-2%	-$924	0.04%	207
2023 Q4	$56.6K	Hold	633	–	–	0.04%	215
2023 Q3	$50.8K	Sell	633 -79	-11%	-$6.76K	0.04%	228
2023 Q2	$63.4K	Sell	712 -197	-22%	-$16.6K	0.04%	208
2023 Q1	$76.7K	Sell	909 -110	-11%	-$9.1K	0.06%	185
2022 Q4	$79.8K	Hold	1,019	–	–	0.06%	194
2022 Q3	$65K	Sell	1,019 -1	-0.1%	-$73	0.06%	194
2022 Q2	$72K	Buy	1,020 +102	+11%	+$7.51K	0.06%	183
2022 Q1	$71K	Hold	918	–	–	0.05%	208
2021 Q4	$80K	Hold	918	–	–	0.05%	207
2021 Q3	$76K	Buy	918 +86	+10%	+$7.56K	0.05%	206
2021 Q2	$68K	Sell	832 -161	-16%	-$12.4K	0.05%	223
2021 Q1	$68K	Hold	993	–	–	0.05%	213
2020 Q4	$67K	Buy	+993	New	+$64.4K	0.05%	193

Other funds holding OTIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CoreFirst Bank & Trust's OTIS Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Otis Worldwide (OTIS) position steady in Q1 2026 at 473 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #218.

CoreFirst Bank & Trust first reported a position in OTIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $80K in Q4 2021. 1,234 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

CoreFirst Bank & Trust held 473 shares of Otis Worldwide worth $36.5K as of Q1 2026.
CoreFirst Bank & Trust left its Otis Worldwide share count unchanged in Q1 2026.
Otis Worldwide made up 0.02% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #218 holding.
CoreFirst Bank & Trust first reported a position in Otis Worldwide in Q4 2020 and has held it in 20 quarters since.
CoreFirst Bank & Trust's Otis Worldwide position peaked at $80K in Q4 2021.
1,234 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.