FFN
OTTR icon

Focus Financial Network’s Otter Tail OTTR Stock Holding History

Focus Financial Network’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
Q3 		$1.42M Sell
16,161
-197
-1% -$17.8K 0.04% 279
2026
Q2 		$1.47M Sell
16,358
-587
-3% -$51.9K 0.05% 283
2026
Q1 		$1.49M Buy
16,945
+1,232
+8% +$107K 0.05% 256
2025
Q4 		$1.27M Sell
15,713
-1,644
-9% -$133K 0.04% 270
2025
Q3 		$1.42M Sell
17,357
-309
-2% -$25.1K 0.05% 255
2025
Q2 		$1.36M Buy
17,666
+1
+0% +$78 0.05% 250
2025
Q1 		$1.42M Buy
17,665
+90
+0.5% +$7.13K 0.06% 234
2024
Q4 		$1.3M Buy
17,575
+58
+0.3% +$4.54K 0.05% 246
2024
Q3 		$1.37M Sell
17,517
-43
-0.2% -$3.72K 0.06% 232
2024
Q2 		$1.65M Sell
17,560
-450
-2% -$39.4K 0.07% 202
2024
Q1 		$1.48M Sell
18,010
-1,221
-6% -$106K 0.07% 204
2023
Q4 		$1.63M Buy
19,231
+919
+5% +$71K 0.06% 235
2023
Q3 		$1.39M Buy
18,312
+1,188
+7% +$97.5K 0.08% 186
2023
Q2 		$1.35M Buy
17,124
+473
+3% +$35.5K 0.08% 195
2023
Q1 		$1.2M Buy
+16,651
New +$1.11M 0.07% 203
2021
Q1 		– Sell
-15,924
Closed -$679K – 480
2020
Q4 		$679K Buy
15,924
+1,051
+7% +$42.8K 0.06% 229
2020
Q3 		$538K Buy
14,873
+518
+4% +$19.9K 0.05% 256
2020
Q2 		$557K Sell
14,355
-35
-0.2% -$1.47K 0.06% 230
2020
Q1 		$640K Buy
14,390
+15
+0.1% +$747 0.09% 186
2019
Q4 		$737K Sell
14,375
-470
-3% -$24.4K 0.09% 190
2019
Q3 		$798K Buy
14,845
+114
+0.8% +$5.97K 0.11% 161
2019
Q2 		$778K Sell
14,731
-66
-0.4% -$3.36K 0.12% 164
2019
Q1 		$737K Buy
+14,797
New +$727K 0.12% 156

Other funds holding OTTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Focus Financial Network's OTTR Position: Q3 2026 in Review

Focus Financial Network reduced its Otter Tail (OTTR) stake by 1.2% in Q3 2026, selling an estimated $17.8K and leaving 16,161 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #279.

Focus Financial Network first reported a position in OTTR in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.65M in Q2 2024. 26 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Focus Financial Network held 16,161 shares of Otter Tail worth $1.42M as of Q3 2026.
  • Focus Financial Network sold 197 Otter Tail shares in Q3 2026, an estimated $17.8K.
  • Otter Tail made up 0.04% of Focus Financial Network's portfolio in Q3 2026, its #279 holding.
  • Focus Financial Network first reported a position in Otter Tail in Q1 2019 and has held it in 23 quarters since.
  • Focus Financial Network's Otter Tail position peaked at $1.65M in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.