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Eastern Bank’s Otis Worldwide OTIS Stock Holding History

Eastern Bank’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 		$498K Hold
6,952
– – 0.01% 283
2026
Q1 		$536K Hold
6,952
– – 0.01% 271
2025
Q4 		$607K Sell
6,952
-420
-6% -$37.6K 0.01% 238
2025
Q3 		$674K Sell
7,372
-24
-0.3% -$2.18K 0.01% 223
2025
Q2 		$732K Sell
7,396
-102
-1% -$9.85K 0.01% 210
2025
Q1 		$774K Hold
7,498
– – 0.02% 224
2024
Q4 		$694K Hold
7,498
– – 0.01% 240
2024
Q3 		$779K Buy
+7,498
New +$714K 0.01% 245
2020
Q3 		– Sell
-4,221
Closed -$240K – 187
2020
Q2 		$240K Buy
+4,221
New +$219K 0.02% 169

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

Eastern Bank's OTIS Position: Q2 2026 in Review

Eastern Bank held its Otis Worldwide (OTIS) position steady in Q2 2026 at 6,952 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #283.

Eastern Bank first reported a position in OTIS in Q2 2020 and has held it in 9 quarters since. The position peaked at $779K in Q3 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Eastern Bank held 6,952 shares of Otis Worldwide worth $498K as of Q2 2026.
  • Eastern Bank left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #283 holding.
  • Eastern Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 9 quarters since.
  • Eastern Bank's Otis Worldwide position peaked at $779K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.