HFBOT
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Home Federal Bank of Tennessee’s Otis Worldwide OTIS Stock Holding History

Home Federal Bank of Tennessee’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 		$650K Buy
9,080
+29
+0.3% +$2.17K 0.14% 64
2026
Q1 		$698K Sell
9,051
-125
-1% -$10.9K 0.17% 53
2025
Q4 		$802K Hold
9,176
– – 0.21% 46
2025
Q3 		$839K Sell
9,176
-50
-0.5% -$4.54K 0.22% 44
2025
Q2 		$914K Hold
9,226
– – 0.26% 44
2025
Q1 		$952K Sell
9,226
-5
-0.1% -$488 0.28% 44
2024
Q4 		$855K Sell
9,231
-100
-1% -$10K 0.25% 45
2024
Q3 		$970K Buy
9,331
+400
+4% +$38.1K 0.28% 44
2024
Q2 		$860K Buy
8,931
+85
+1% +$8.19K 0.26% 47
2024
Q1 		$878K Buy
8,846
+25
+0.3% +$2.31K 0.27% 48
2023
Q4 		$789K Hold
8,821
– – 0.26% 48
2023
Q3 		$708K Sell
8,821
-50
-0.6% -$4.28K 0.26% 49
2023
Q2 		$790K Sell
8,871
-200
-2% -$16.9K 0.28% 46
2023
Q1 		$766K Buy
9,071
+100
+1% +$8.28K 0.28% 46
2022
Q4 		$703K Buy
8,971
+326
+4% +$24.1K 0.27% 49
2022
Q3 		$552K Sell
8,645
-25
-0.3% -$1.83K 0.23% 50
2022
Q2 		$613K Buy
8,670
+425
+5% +$31.3K 0.24% 49
2022
Q1 		$634K Buy
8,245
+300
+4% +$24K 0.22% 52
2021
Q4 		$692K Buy
7,945
+105
+1% +$8.79K 0.23% 50
2021
Q3 		$645K Hold
7,840
– – 0.23% 49
2021
Q2 		$642K Sell
7,840
-350
-4% -$26.9K 0.23% 52
2021
Q1 		$561K Buy
8,190
+1,676
+26% +$110K 0.21% 53
2020
Q4 		$440K Buy
6,514
+1,214
+23% +$78.8K 0.17% 52
2020
Q3 		$331K Sell
5,300
-19
-0.4% -$1.16K 0.15% 55
2020
Q2 		$302K Buy
+5,319
New +$276K 0.14% 55

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Home Federal Bank of Tennessee's OTIS Position: Q2 2026 in Review

Home Federal Bank of Tennessee increased its Otis Worldwide (OTIS) stake by 0.32% in Q2 2026, buying an estimated $2.17K and bringing the position to 9,080 shares worth $650K. The position accounts for 0.14% of the portfolio, ranked #64.

Home Federal Bank of Tennessee first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $970K in Q3 2024. 883 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Home Federal Bank of Tennessee held 9,080 shares of Otis Worldwide worth $650K as of Q2 2026.
  • Home Federal Bank of Tennessee bought 29 Otis Worldwide shares in Q2 2026, an estimated $2.17K.
  • Otis Worldwide made up 0.14% of Home Federal Bank of Tennessee's portfolio in Q2 2026, its #64 holding.
  • Home Federal Bank of Tennessee first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Home Federal Bank of Tennessee's Otis Worldwide position peaked at $970K in Q3 2024.
  • 883 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Home Federal Bank of Tennessee's 13F filing for Q2 2026, filed 15 Jul 2026.