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

Crews 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
Q2 		$15K Sell
210
-59
-22% -$4.41K ﹤0.01% 505
2026
Q1 		$20.7K Buy
269
+34
+14% +$2.98K ﹤0.01% 469
2025
Q4 		$20.5K Hold
235
– – ﹤0.01% 458
2025
Q3 		$21.5K Hold
235
– – ﹤0.01% 462
2025
Q2 		$23.3K Hold
235
– – ﹤0.01% 443
2025
Q1 		$24.3K Hold
235
– – ﹤0.01% 420
2024
Q4 		$21.8K Buy
+235
New +$23.6K ﹤0.01% 444

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

Crews Bank & Trust's OTIS Position: Q2 2026 in Review

Crews Bank & Trust reduced its Otis Worldwide (OTIS) stake by 22% in Q2 2026, selling an estimated $4.41K and leaving 210 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Crews Bank & Trust first reported a position in OTIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3K in Q1 2025. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Crews Bank & Trust held 210 shares of Otis Worldwide worth $15K as of Q2 2026.
  • Crews Bank & Trust sold 59 Otis Worldwide shares in Q2 2026, an estimated $4.41K.
  • Otis Worldwide made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #505 holding.
  • Crews Bank & Trust first reported a position in Otis Worldwide in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Otis Worldwide position peaked at $24.3K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.