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
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

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Farther Finance Advisors's OTTR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Otter Tail (OTTR) stake by 13% in Q2 2026, selling an estimated $13.3K and leaving 972 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Farther Finance Advisors first reported a position in OTTR in Q4 2022 and has held it in 15 quarters since. The position peaked at $217K in Q1 2025. 58 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Farther Finance Advisors held 972 shares of Otter Tail worth $87.5K as of Q2 2026.
  • Farther Finance Advisors sold 151 Otter Tail shares in Q2 2026, an estimated $13.3K.
  • Otter Tail made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2812 holding.
  • Farther Finance Advisors first reported a position in Otter Tail in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Otter Tail position peaked at $217K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.