Dunhill Financial’s Otter Tail OTTR Stock Holding History

Dunhill Financial’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 Q1	–	Sell	-1	Closed	-$72	–	2029
2025 Q4	$72	Buy	+1	New	+$81	﹤0.01%	1517

Other funds holding OTTR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dunhill Financial's OTTR Position: Q1 2026 in Review

Dunhill Financial sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 1 share — an estimated $72 sold.

Dunhill Financial first reported a position in OTTR in Q4 2025 and held it in 1 quarter. The position peaked at $72 in Q4 2025. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Dunhill Financial reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
Dunhill Financial sold 1 Otter Tail share in Q1 2026, an estimated $72.
Dunhill Financial first reported a position in Otter Tail in Q4 2025 and held it in 1 quarter.
Dunhill Financial's Otter Tail position peaked at $72 in Q4 2025.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.