First Citizens Bank & Trust’s Otter Tail OTTR Stock Holding History

First Citizens Bank & Trust’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	$319K	Sell	3,543 -308	-8%	-$27.2K	﹤0.01%	546
2026 Q1	$338K	Buy	3,851 +82	+2%	+$7.09K	0.01%	528
2025 Q4	$305K	Sell	3,769 -34	-0.9%	-$2.75K	0.01%	546
2025 Q3	$312K	Sell	3,803 -255	-6%	-$20.7K	0.01%	531
2025 Q2	$313K	Buy	+4,058	New	+$317K	0.01%	520

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

First Citizens Bank & Trust's OTTR Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Otter Tail (OTTR) stake by 8% in Q2 2026, selling an estimated $27.2K and leaving 3,543 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

First Citizens Bank & Trust first reported a position in OTTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $338K in Q1 2026. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

First Citizens Bank & Trust held 3,543 shares of Otter Tail worth $319K as of Q2 2026.
First Citizens Bank & Trust sold 308 Otter Tail shares in Q2 2026, an estimated $27.2K.
Otter Tail made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #546 holding.
First Citizens Bank & Trust first reported a position in Otter Tail in Q2 2025 and has held it in 5 quarters since.
First Citizens Bank & Trust's Otter Tail position peaked at $338K in Q1 2026.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.