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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Focus Financial Network's OTTR Position: Q2 2026 in Review

Focus Financial Network reduced its Otter Tail (OTTR) stake by 3.5% in Q2 2026, selling an estimated $51.9K and leaving 16,358 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #283.

Focus Financial Network first reported a position in OTTR in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.65M in Q2 2024. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Focus Financial Network held 16,358 shares of Otter Tail worth $1.47M as of Q2 2026.
  • Focus Financial Network sold 587 Otter Tail shares in Q2 2026, an estimated $51.9K.
  • Otter Tail made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #283 holding.
  • Focus Financial Network first reported a position in Otter Tail in Q1 2019 and has held it in 22 quarters since.
  • Focus Financial Network's Otter Tail position peaked at $1.65M in Q2 2024.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.