Fifth Third Wealth Advisors’s Otter Tail OTTR Stock Holding History

Fifth Third Wealth 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	$572K	Buy	6,493 +1,939	+43%	+$176K	0.02%	473
2026 Q2	$410K	Buy	4,554 +36	+0.8%	+$3.18K	0.01%	565
2026 Q1	$397K	Buy	4,518 +57	+1%	+$4.93K	0.01%	497
2025 Q4	$360K	Buy	4,461 +4	+0.1%	+$324	0.01%	501
2025 Q3	$365K	Hold	4,457	–	–	0.01%	486
2025 Q2	$344K	Sell	4,457 -131	-3%	-$10.2K	0.01%	479
2025 Q1	$369K	Buy	+4,588	New	+$363K	0.02%	418

Other funds holding OTTR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fifth Third Wealth Advisors's OTTR Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Otter Tail (OTTR) stake by 43% in Q3 2026, buying an estimated $176K and bringing the position to 6,493 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #473.

Fifth Third Wealth Advisors first reported a position in OTTR in Q1 2025 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Fifth Third Wealth Advisors held 6,493 shares of Otter Tail worth $572K as of Q3 2026.
Fifth Third Wealth Advisors bought 1,939 Otter Tail shares in Q3 2026, an estimated $176K.
Otter Tail made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #473 holding.
Fifth Third Wealth Advisors first reported a position in Otter Tail in Q1 2025 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.