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BFC Planning, Inc.’s Otter Tail OTTR Stock Holding History

BFC Planning, Inc.’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 		$314K Buy
3,493
+343
+11% +$30.3K 0.01% 778
2026
Q1 		$277K Buy
3,150
+300
+11% +$26K 0.01% 763
2025
Q4 		$230K Buy
2,850
+93
+3% +$7.53K 0.01% 824
2025
Q3 		$226K Sell
2,757
-15
-0.5% -$1.22K 0.02% 632
2025
Q2 		$214K Hold
2,772
– – 0.02% 616
2025
Q1 		$223K Sell
2,772
-139
-5% -$11K 0.02% 569
2024
Q4 		$215K Buy
+2,911
New +$228K 0.02% 585

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 $551B AUM 33.95% 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

BFC Planning, Inc.'s OTTR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Otter Tail (OTTR) stake by 11% in Q2 2026, buying an estimated $30.3K and bringing the position to 3,493 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #778.

BFC Planning, Inc. first reported a position in OTTR in Q4 2024 and has held it in 7 quarters since. 365 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • BFC Planning, Inc. held 3,493 shares of Otter Tail worth $314K as of Q2 2026.
  • BFC Planning, Inc. bought 343 Otter Tail shares in Q2 2026, an estimated $30.3K.
  • Otter Tail made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #778 holding.
  • BFC Planning, Inc. first reported a position in Otter Tail in Q4 2024 and has held it in 7 quarters since.
  • 365 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.