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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
Q2 		– Sell
-2,683
Closed -$235K – 400
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financiere des Professionnels's OTTR Position: Q2 2026 in Review

Financiere des Professionnels sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 2,683 shares — an estimated $235K sold.

Financiere des Professionnels first reported a position in OTTR in Q2 2025 and held it in 4 quarters. The position peaked at $235K in Q1 2026. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Financiere des Professionnels reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Financiere des Professionnels sold 2,683 Otter Tail shares in Q2 2026, an estimated $235K.
  • Financiere des Professionnels first reported a position in Otter Tail in Q2 2025 and held it in 4 quarters.
  • Financiere des Professionnels's Otter Tail position peaked at $235K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.