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Cullen/Frost Bankers’s Otis Worldwide OTIS Stock Holding History

Cullen/Frost Bankers’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 		$271K Sell
3,520
-68
-2% -$5.95K ﹤0.01% 517
2025
Q4 		$313K Sell
3,588
-270
-7% -$24.2K ﹤0.01% 491
2025
Q3 		$353K Sell
3,858
-3,122
-45% -$283K ﹤0.01% 449
2025
Q2 		$691K Sell
6,980
-103,266
-94% -$9.97M 0.01% 369
2025
Q1 		$11.4M Sell
110,246
-3,016
-3% -$295K 0.16% 134
2024
Q4 		$10.5M Buy
113,262
+698
+0.6% +$70K 0.14% 142
2024
Q3 		$11.7M Buy
112,564
+2,614
+2% +$249K 0.16% 133
2024
Q2 		$10.6M Buy
109,950
+64
+0.1% +$6.17K 0.15% 138
2024
Q1 		$10.9M Sell
109,886
-1,473
-1% -$136K 0.16% 143
2023
Q4 		$9.96M Sell
111,359
-1,284
-1% -$107K 0.16% 151
2023
Q3 		$9.05M Buy
112,643
+2,385
+2% +$204K 0.16% 148
2023
Q2 		$9.81M Sell
110,258
-418
-0.4% -$35.2K 0.17% 140
2023
Q1 		$9.34M Sell
110,676
-290
-0.3% -$24K 0.17% 146
2022
Q4 		$8.69M Buy
110,966
+20,256
+22% +$1.5M 0.17% 146
2022
Q3 		$5.79M Buy
90,710
+3,112
+4% +$228K 0.13% 153
2022
Q2 		$6.19M Sell
87,598
-526
-0.6% -$38.7K 0.14% 155
2022
Q1 		$6.78M Buy
88,124
+2,490
+3% +$199K 0.13% 162
2021
Q4 		$7.46M Sell
85,634
-1,944
-2% -$163K 0.14% 149
2021
Q3 		$7.21M Buy
87,578
+2,773
+3% +$244K 0.15% 147
2021
Q2 		$6.93M Buy
84,805
+3,792
+5% +$292K 0.14% 152
2021
Q1 		$5.54M Buy
81,013
+10,166
+14% +$665K 0.12% 168
2020
Q4 		$4.79M Buy
70,847
+64,146
+957% +$4.16M 0.11% 168
2020
Q3 		$418K Sell
6,701
-519
-7% -$31.7K 0.01% 359
2020
Q2 		$411K Buy
+7,220
New +$374K 0.01% 355

Other funds holding OTIS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cullen/Frost Bankers's OTIS Position: Q1 2026 in Review

Cullen/Frost Bankers reduced its Otis Worldwide (OTIS) stake by 1.9% in Q1 2026, selling an estimated $5.95K and leaving 3,520 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Cullen/Frost Bankers first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Cullen/Frost Bankers held 3,520 shares of Otis Worldwide worth $271K as of Q1 2026.
  • Cullen/Frost Bankers sold 68 Otis Worldwide shares in Q1 2026, an estimated $5.95K.
  • Otis Worldwide made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q1 2026, its #517 holding.
  • Cullen/Frost Bankers first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Cullen/Frost Bankers's Otis Worldwide position peaked at $11.7M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.