FCT
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First Community Trust’s Otis Worldwide OTIS Stock Holding History

First Community 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 		$5.37K Sell
75
-61
-45% -$4.56K ﹤0.01% 304
2026
Q1 		$10.5K Sell
136
-300
-69% -$26.2K 0.01% 284
2025
Q4 		$38.1K Hold
436
– – 0.03% 197
2025
Q3 		$39.9K Hold
436
– – 0.03% 190
2025
Q2 		$43.2K Hold
436
– – 0.04% 178
2025
Q1 		$45K Sell
436
-300
-41% -$29.3K 0.04% 174
2024
Q4 		$68.2K Buy
736
+61
+9% +$6.12K 0.05% 144
2024
Q3 		$70.2K Hold
675
– – 0.06% 146
2024
Q2 		$65K Hold
675
– – 0.06% 134
2024
Q1 		$67K Hold
675
– – 0.06% 124
2023
Q4 		$60.4K Sell
675
-7
-1% -$582 0.07% 126
2023
Q3 		$54.8K Hold
682
– – 0.06% 136
2023
Q2 		$60.7K Hold
682
– – 0.07% 130
2023
Q1 		$57.6K Sell
682
-10
-1% -$827 0.07% 132
2022
Q4 		$54K Buy
692
+186
+37% +$13.7K 0.06% 140
2022
Q3 		$32K Sell
506
-300
-37% -$21.9K 0.04% 160
2022
Q2 		$57K Sell
806
-92
-10% -$6.78K 0.07% 142
2022
Q1 		$69K Buy
898
+7
+0.8% +$559 0.07% 140
2021
Q4 		$77.6K Buy
+891
New +$74.6K 0.06% 135

Other funds holding OTIS

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

First Community Trust's OTIS Position: Q2 2026 in Review

First Community Trust reduced its Otis Worldwide (OTIS) stake by 45% in Q2 2026, selling an estimated $4.56K and leaving 75 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

First Community Trust first reported a position in OTIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $77.6K in Q4 2021. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • First Community Trust held 75 shares of Otis Worldwide worth $5.37K as of Q2 2026.
  • First Community Trust sold 61 Otis Worldwide shares in Q2 2026, an estimated $4.56K.
  • Otis Worldwide made up ﹤0.01% of First Community Trust's portfolio in Q2 2026, its #304 holding.
  • First Community Trust first reported a position in Otis Worldwide in Q4 2021 and has held it in 19 quarters since.
  • First Community Trust's Otis Worldwide position peaked at $77.6K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.