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 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

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 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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Fifth Third Wealth Advisors's OTTR Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Otter Tail (OTTR) stake by 0.8% in Q2 2026, buying an estimated $3.18K and bringing the position to 4,554 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #565.

Fifth Third Wealth Advisors first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Fifth Third Wealth Advisors held 4,554 shares of Otter Tail worth $410K as of Q2 2026.
Fifth Third Wealth Advisors bought 36 Otter Tail shares in Q2 2026, an estimated $3.18K.
Otter Tail made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #565 holding.
Fifth Third Wealth Advisors first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.