FUBT
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First United Bank & Trust’s Otis Worldwide OTIS Stock Holding History

First United 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 		$19.7K Hold
275
– – 0.01% 305
2026
Q1 		$21.2K Hold
275
– – 0.01% 291
2025
Q4 		$24K Hold
275
– – 0.01% 281
2025
Q3 		$25.1K Hold
275
– – 0.01% 279
2025
Q2 		$27.2K Hold
275
– – 0.01% 261
2025
Q1 		$28.4K Sell
275
-25
-8% -$2.44K 0.01% 260
2024
Q4 		$27.8K Sell
300
-25
-8% -$2.51K 0.01% 260
2024
Q3 		$33.8K Sell
325
-432
-57% -$41.2K 0.01% 248
2024
Q2 		$72.9K Hold
757
– – 0.03% 203
2024
Q1 		$75.1K Hold
757
– – 0.03% 210
2023
Q4 		$67.7K Buy
+757
New +$62.9K 0.03% 216

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 United Bank & Trust's OTIS Position: Q2 2026 in Review

First United Bank & Trust held its Otis Worldwide (OTIS) position steady in Q2 2026 at 275 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #305.

First United Bank & Trust first reported a position in OTIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $75.1K in Q1 2024. 314 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • First United Bank & Trust held 275 shares of Otis Worldwide worth $19.7K as of Q2 2026.
  • First United Bank & Trust left its Otis Worldwide share count unchanged in Q2 2026.
  • Otis Worldwide made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #305 holding.
  • First United Bank & Trust first reported a position in Otis Worldwide in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Otis Worldwide position peaked at $75.1K in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.