FCBT
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First Citizens Bank & Trust’s Otis Worldwide OTIS Stock Holding History

First Citizens Bank & Trust’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,264
Closed -$252K – 671
2026
Q1 		$252K Sell
3,264
-19
-0.6% -$1.66K 0.01% 585
2025
Q4 		$287K Buy
3,283
+371
+13% +$33.2K 0.01% 559
2025
Q3 		$266K Sell
2,912
-66
-2% -$5.99K 0.01% 558
2025
Q2 		$295K Sell
2,978
-361
-11% -$34.9K 0.01% 532
2025
Q1 		$345K Buy
3,339
+22
+0.7% +$2.15K 0.01% 360
2024
Q4 		$307K Buy
3,317
+12
+0.4% +$1.2K 0.01% 382
2024
Q3 		$344K Sell
3,305
-295
-8% -$28.1K 0.01% 359
2024
Q2 		$347K Sell
3,600
-30
-0.8% -$2.89K 0.01% 356
2024
Q1 		$360K Buy
3,630
+1,275
+54% +$118K 0.01% 349
2023
Q4 		$211K Sell
2,355
-339
-13% -$28.2K ﹤0.01% 342
2023
Q3 		$216K Hold
2,694
– – ﹤0.01% 328
2023
Q2 		$240K Sell
2,694
-96
-3% -$8.09K ﹤0.01% 317
2023
Q1 		$235K Sell
2,790
-150
-5% -$12.4K ﹤0.01% 301
2022
Q4 		$230K Buy
+2,940
New +$217K 0.01% 292
2022
Q3 		– Sell
-2,950
Closed -$208K – 369
2022
Q2 		$208K Buy
+2,950
New +$217K 0.01% 372
2020
Q4 		– Sell
-26,922
Closed -$1.68M – 398
2020
Q3 		$1.68M Sell
26,922
-2,221
-8% -$136K 0.12% 139
2020
Q2 		$1.66M Buy
+29,143
New +$1.51M 0.14% 138

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return