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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
Q3 		$459K Buy
7,142
+190
+3% +$13.5K 0.01% 290
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
BSC
Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Eastern Bank's OTIS Position: Q3 2026 in Review

Eastern Bank increased its Otis Worldwide (OTIS) stake by 2.7% in Q3 2026, buying an estimated $13.5K and bringing the position to 7,142 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #290.

Eastern Bank first reported a position in OTIS in Q2 2020 and has held it in 10 quarters since. The position peaked at $779K in Q3 2024. 55 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Eastern Bank held 7,142 shares of Otis Worldwide worth $459K as of Q3 2026.
  • Eastern Bank bought 190 Otis Worldwide shares in Q3 2026, an estimated $13.5K.
  • Otis Worldwide made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #290 holding.
  • Eastern Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 10 quarters since.
  • Eastern Bank's Otis Worldwide position peaked at $779K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.