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Financiere des Professionnels’s Otter Tail OTTR Stock Holding History

Financiere des Professionnels’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
Q1 		$235K Hold
2,683
– – 0.01% 299
2025
Q4 		$217K Hold
2,683
– – 0.01% 291
2025
Q3 		$220K Buy
2,683
+632
+31% +$51.3K 0.01% 319
2025
Q2 		$158K Buy
+2,051
New +$160K 0.01% 325

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financiere des Professionnels's OTTR Position: Q1 2026 in Review

Financiere des Professionnels held its Otter Tail (OTTR) position steady in Q1 2026 at 2,683 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #299.

Financiere des Professionnels first reported a position in OTTR in Q2 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Financiere des Professionnels held 2,683 shares of Otter Tail worth $235K as of Q1 2026.
  • Financiere des Professionnels left its Otter Tail share count unchanged in Q1 2026.
  • Otter Tail made up 0.01% of Financiere des Professionnels's portfolio in Q1 2026, its #299 holding.
  • Financiere des Professionnels first reported a position in Otter Tail in Q2 2025 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.