Curi RMB Capital’s Otter Tail OTTR Stock Holding History

Curi RMB Capital’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	$715K	Sell	7,947 -405	-5%	-$35.8K	0.01%	521
2026 Q1	$733K	Buy	8,352 +2	+0%	+$173	0.01%	514
2025 Q4	$675K	Buy	+8,350	New	+$676K	0.01%	537
2020 Q2	–	Sell	-7,920	Closed	-$352K	–	668
2020 Q1	$352K	Buy	+7,920	New	+$395K	0.02%	461
2014 Q4	–	Sell	-23,576	Closed	-$629K	–	453
2014 Q3	$629K	Hold	23,576	–	–	0.04%	329
2014 Q2	$714K	Hold	23,576	–	–	0.05%	296
2014 Q1	$726K	Hold	23,576	–	–	0.05%	250
2013 Q4	$690K	Hold	23,576	–	–	0.05%	237
2013 Q3	$651K	Hold	23,576	–	–	0.05%	245
2013 Q2	$670K	Buy	+23,576	New	+$695K	0.05%	236

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Curi RMB Capital's OTTR Position: Q2 2026 in Review

Curi RMB Capital reduced its Otter Tail (OTTR) stake by 4.8% in Q2 2026, selling an estimated $35.8K and leaving 7,947 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #521.

Curi RMB Capital first reported a position in OTTR in Q2 2013 and has held it in 10 quarters since. The position peaked at $733K in Q1 2026. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Curi RMB Capital held 7,947 shares of Otter Tail worth $715K as of Q2 2026.
Curi RMB Capital sold 405 Otter Tail shares in Q2 2026, an estimated $35.8K.
Otter Tail made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #521 holding.
Curi RMB Capital first reported a position in Otter Tail in Q2 2013 and has held it in 10 quarters since.
Curi RMB Capital's Otter Tail position peaked at $733K in Q1 2026.
360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.