Financial Consulate’s Otter Tail OTTR Stock Holding History

Financial Consulate’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	$353	Buy	+4	New	+$362	﹤0.01%	1546

Other funds holding OTTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Financial Consulate's OTTR Position: Q3 2026 in Review

Financial Consulate opened a new position in Otter Tail (OTTR) in Q3 2026: 4 shares worth $353. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings.

64 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Financial Consulate held 4 shares of Otter Tail worth $353 as of Q3 2026.
Otter Tail was a new Financial Consulate position in Q3 2026.
Otter Tail made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1546 holding.
64 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.