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Crossmark Global Holdings’s Otter Tail OTTR Stock Holding History

Crossmark Global Holdings’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 		$240K Sell
2,665
-100
-4% -$8.84K ﹤0.01% 1161
2026
Q1 		$243K Hold
2,765
– – ﹤0.01% 1119
2025
Q4 		$223K Hold
2,765
– – ﹤0.01% 1149
2025
Q3 		$227K Sell
2,765
-330
-11% -$26.8K ﹤0.01% 1208
2025
Q2 		$239K Sell
3,095
-4
-0.1% -$312 ﹤0.01% 1198
2025
Q1 		$249K Sell
3,099
-30
-1% -$2.38K ﹤0.01% 1165
2024
Q4 		$231K Sell
3,129
-15
-0.5% -$1.18K ﹤0.01% 1150
2024
Q3 		$245K Buy
3,144
+283
+10% +$24.5K ﹤0.01% 1162
2024
Q2 		$251K Sell
2,861
-113
-4% -$9.89K ﹤0.01% 1135
2024
Q1 		$257K Sell
2,974
-19
-0.6% -$1.65K ﹤0.01% 1161
2023
Q4 		$254K Sell
2,993
-366
-11% -$28.3K 0.01% 1149
2023
Q3 		$252K Buy
3,359
+104
+3% +$8.54K 0.01% 1102
2023
Q2 		$263K Sell
3,255
-132
-4% -$9.91K 0.01% 1125
2023
Q1 		$245K Buy
+3,387
New +$225K 0.01% 1141

Other funds holding OTTR

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Crossmark Global Holdings's OTTR Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Otter Tail (OTTR) stake by 3.6% in Q2 2026, selling an estimated $8.84K and leaving 2,665 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Crossmark Global Holdings first reported a position in OTTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $263K in Q2 2023. 48 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Crossmark Global Holdings held 2,665 shares of Otter Tail worth $240K as of Q2 2026.
  • Crossmark Global Holdings sold 100 Otter Tail shares in Q2 2026, an estimated $8.84K.
  • Otter Tail made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1161 holding.
  • Crossmark Global Holdings first reported a position in Otter Tail in Q1 2023 and has held it in 14 quarters since.
  • Crossmark Global Holdings's Otter Tail position peaked at $263K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.