FFA
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Farther Finance Advisors’s Otter Tail OTTR Stock Holding History

Farther Finance Advisors’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
Q3 		$228K Buy
2,590
+1,618
+166% +$147K ﹤0.01% 2195
2026
Q2 		$87.5K Sell
972
-151
-13% -$13.3K ﹤0.01% 2812
2026
Q1 		$99.1K Sell
1,123
-131
-10% -$11.3K ﹤0.01% 2516
2025
Q4 		$101K Sell
1,254
-15
-1% -$1.22K ﹤0.01% 2339
2025
Q3 		$104K Sell
1,269
-460
-27% -$37.3K ﹤0.01% 2020
2025
Q2 		$133K Sell
1,729
-935
-35% -$73K ﹤0.01% 1604
2025
Q1 		$217K Buy
2,664
+2,445
+1,116% +$194K 0.01% 1191
2024
Q4 		$16.2K Sell
219
-28
-11% -$2.19K ﹤0.01% 2176
2024
Q3 		$19.3K Buy
247
+114
+86% +$9.87K ﹤0.01% 2102
2024
Q2 		$11.5K Buy
133
+51
+62% +$4.46K ﹤0.01% 2025
2024
Q1 		$7.04K Hold
82
– – ﹤0.01% 1908
2023
Q4 		$6.97K Buy
82
+15
+22% +$1.16K ﹤0.01% 1800
2023
Q3 		$5.09K Hold
67
– – ﹤0.01% 1512
2023
Q2 		$5.29K Hold
67
– – ﹤0.01% 1410
2023
Q1 		$4.84K Hold
67
– – ﹤0.01% 1350
2022
Q4 		$3.93K Buy
+67
New +$4.01K ﹤0.01% 1247

Other funds holding OTTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's OTTR Position: Q3 2026 in Review

Farther Finance Advisors increased its Otter Tail (OTTR) stake by 166% in Q3 2026, buying an estimated $147K and bringing the position to 2,590 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Farther Finance Advisors first reported a position in OTTR in Q4 2022 and has held it in 16 quarters since. 13 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Farther Finance Advisors held 2,590 shares of Otter Tail worth $228K as of Q3 2026.
  • Farther Finance Advisors bought 1,618 Otter Tail shares in Q3 2026, an estimated $147K.
  • Otter Tail made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2195 holding.
  • Farther Finance Advisors first reported a position in Otter Tail in Q4 2022 and has held it in 16 quarters since.
  • 13 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.